Junette McCarthy, CFP<sup>&reg;</sup> - Financial Advisor

Junette McCarthy, CFP®

CFA

Wealth Manager & CERTIFIED FINANCIAL PLANNER™

McCarthy Wealth Management

3300 Irvine Ave, Suite 310
Newport Beach, CA 92660
FINANCIAL ADVISOR'S WEBSITE
(714) 245-1381 CONNECT WITH Junette
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General

Junette McCarthy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at McCarthy Wealth Management in Newport Beach, CA and the surrounding communities.

Financial Advisor Overview

A Smarter Way Who you entrust your money to is of critical importance and when it comes to money, no two people are alike. At McCarthy Wealth Management, we get it. The intelligence, education, credentials, and experience of the team at McCarthy Wealth Management together have allowed us to create a meticulous and truly mindful approach towards the personalized and trusted guidance you need.

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Financial Advisor Experience

Junette has devoted her career to attending to the needs of her clients and incorporates sophisticated, state-of-the art technology to ensure that her clients and their financial needs are properly cared for. Formerly a “rocket scientist” with a background in engineering and space satellite design, Junette found that her true passion was in personal finance. Today she uses her technical skills combined with her passion to serve others to create long-term investment and planning strategies that empower her clients to help achieve their financial goals. Junette finds it gratifying to help her clients find clarity and confidence in making educated financial and life decisions. With over 20 years of experience in wealth management and financial planning, Junette is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and owner and founder of McCarthy Wealth Management (previously Ferree & McCarthy). She has been selected by FSC Securities Corporation, McCarthy Wealth Management’s independent broker/dealer, to participate in their prestigious Leadership Program since 2014. Junette’s educational background includes a Master of Science degree in Electrical Engineering from University of Southern California and a Bachelor of Science degree in Electrical Engineering with a minor in Mathematics from California State University, Fresno. She also completed the Personal Financial Planner program from the University of California, Irvine and holds the CFP® designation. Junette has the Series 7, 24, 53, 65, and 63 securities registrations as well as a California Insurance license. Junette is an active member of the Orange County Financial Planning Association and the Orange County Estate Planning Council. She and her husband, Brian, and their adult sons are active members of the Newport Beach community.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 53, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance: CA
  • Fixed annuities: CA
  • Variable annuities: all

Broker-Dealer Affiliation

Osaic Wealth, Inc.

Broker-Dealer Disclaimer

Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC, a registered investment advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. CA Ins. Lic. # 0D68839.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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