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Jim McCarthy, CFP®

Jim McCarthy, CFP®, ChFC®, is the owner of Directional Wealth Management, an independent financial planning and investment advisory firm in New Jersey. Jim advises families, professionals, executives, and business owners on how they can build better financial futures.

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.

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