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Jim McCarthy,CFP®, Earns additional certification


For Immediate Release

JIM MCCARTHY,CFP®, Principal at McCarthy Wealth Solutions, LLC in Rockaway, NJ has earned the Chartered Financial Consultant® (ChFC® ) professional designation from The American College, Bryn Mawr, PA.

Candidates for the ChFC® designation must complete a minimum of eight courses and 16 hours of supervised examinations. They must also fulfill stringent experience and ethics requirements.
The ChFC® program prepares professionals to meet the advanced financial needs of individuals, professionals and small-business owners. Individuals who earn a ChFC® can provide expert advice on a broad range of financial topics including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments and retirement planning.

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 American College is a non-profit educational institution holding the highest level of academic accreditation. The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 82 years, Over 50,000 individuals have been awarded the ChFC® designation since its inception in 1982. For more information visit TheAmericanCollege.edu.

Only securities and advisory services offered through Wall Street Financial Group, Inc. (WSFG). Registered Investment Advisor. Member FINRA/SIPC. McCarthy Wealth Solutions, LLC and WSFG are separate entities, independently owned and operated.

Contact: Jim McCarthy, CFP®, ChFC®
Phone: 973-771-5120

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Jim McCarthy, CFP®
McCarthy Wealth Solutions, LLC

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