Local Financial Advisor Reaches Select Certification Level

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Financial Advisor earns CERTIFIED FINANCIAL PLANNER (TM) designation.

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JIM MCCARTHY,CFP®, Principal at McCarthy Wealth Solutions, LLC in Rockaway, NJ has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

Mr. McCarthy started McCarthy Wealth Solutions in January 2010 and has been in the financial services industry since 2003. Mr. McCarthy specializes in comprehensive financial planning for individuals/families, business executives and small business owners.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 67,000 individuals to use these marks in the United States. For more about CFP Board, visit http://www.CFP.net.

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Jim McCarthy, CFP®
McCarthy Wealth Solutions, LLC

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