About Jim McCarthy, CFP®
Current Role
Owner, Directional Wealth Management
Expertise
- Education Planning
- Retirement Planning
- Investment Management
- Insurance Planning
Certifications & Degrees
- Certified Financial Planner™
- Chartered Financial Consultant
- 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®
Pet Insurance That Covers MRIs
An MRI is a non-invasive imaging tool that allows veterinarians to view the internal structures of your pet’s body. MRIs do not provide...
Best Pet Insurance in Colorado
Pet costs add up quickly, especially when dealing with medical treatment. Dog owners, for example, spend an average of $700 per year to...
How Much Is a Gold Bar Worth?
Gold bars have captivated imaginations and fortified portfolios for millennia. Often considered a safe-haven asset, physical gold offers tangible and financial value. But...
What’s the Best Strategy for Using a HELOC?
Unlocking the equity in your home with a home equity line of credit (HELOC) can...
What Does Homeowners Insurance Cover?
Homeowners insurance covers property damage, theft, and personal liability. But not all policies are the same. Here’s what homeowners insurance does and doesn’t...
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...
How Is HELOC Interest Calculated?
Interest on a HELOC works differently than interest on a mortgage or home equity loan. Here’s what to know.