About Jim McCarthy, CFP®
Current Role
Owner, Directional Wealth Management
Expertise
Education planning, retirement planning, investment management, insurance planning
Education
Bachelor's degree in finance and accounting from Pace University
Personal Finance Experience
Jim’s emphasis is on helping clients grow, protect and enjoy their wealth. His expertise includes education and retirement planning, in addition to investment management and insurance.
Since entering financial planning and investment management in 2003, Jim has compiled a long list of credentials. In addition to being a certified financial planner (CFP®), he is chartered financial consultant (ChFC®) and an active member of the Financial Planning Association. Jim is also a board member of two local nonprofit organizations.
Latest from Jim McCarthy, CFP®
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Types of Homeowners Insurance
There are several types of homeowners policies available. Here’s what to know about coverage and how to choose the best option.
Renters Insurance in California
After 30+ hours of research, here are our picks for the best renters insurance in California, among our top partners.
Personal Loans by State
When you need a personal loan, where you live can affect your choice of lenders and loan terms. Comparing personal loans by state...
Can You Sell Your House With a Home Equity Loan or HELOC?
You can sell your house with a home equity loan or HELOC, but some of...
Best HELOC Introductory Rates
After hours of research, here are our picks for the five best HELOC introductory rates among many lenders.
What Credit Score Is Needed for Home Equity Loans?
Considering taking out a home equity loan or HELOC? Find out what credit score is...
How to Upgrade Your Credit Card
Credit card upgrades can help you make the most of your account without the hassle of applying for a new card. Just keep...
Best Credit Card Perks Offered Today
Finding the right card can hinge on your spending habits and needs. Compare the best credit card perks from different cards to narrow...
Who Owns My Student Loans?
The company that owns your student loans may not be the company you applied with or even the company that services your debt....