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John J. McCarthy, III, CLU, CFP®
Director of Wealth Management Services
trusted advice ~ exceptional service
Jack oversees Bay Financial Associates,
LLC's focus on serving high net worth individuals and
their families by designing and implementing wealth
management plans that help accumulate, protect and transfer
wealth.
His consultative process aligns strategies
with personalized goals using the following steps:
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Analyze goals and objectives
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Formulate a written plan and investment policy
- Establish an appropriate investment allocation strategy
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Introduce and implement suitable insurance and investments
- Monitor on an ongoing basis, making changes as necessary
He is a second-generation financial
advisor with over twenty years of experience
consulting to executives, small business owners
and high net worth individuals. He is a graduate
of Babson College with a Bachelor of Science
degree in Business Administration, he is a
CERTIFIED FINANCIAL PLANNER™ professional,
and has earned the Chartered Life Underwriter
(CLU) professional designation.
Contact:
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