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Michael G. McCarthy, CFP
Managing Director - Investments
Senior Financial Advisor
Since 1983, Mike has achieved a rewarding career in financial services by putting his clients' interests first and providing exceptional personal service. He combines experience and knowledge in the development of appropriate and customized investment strategies. Mike specializes in thorough retirement and investment planning and believes a carefully considered investment portfolio may enhance personal wealth by helping to increase income consistent with each client's risk tolerance.
Mike earned his bachelor's degree in finance from Loyola University of Chicago and received his CERTIFIED FINANCIAL PLANNER® professional certification in 1990. His teaching experience includes serving as an instructor for the investments section of DePaul University's CFP® courses since 2000. He currently serves as the Director of the Financial Planning Education Center for the university.
Mike has served in various capacities over the years for the Financial Planning Association. He is a member of the National Center for Employee Ownership and a member of the ESOP Association.
Mike and his wife have three daughters, and he enjoys traveling and baseball in his free time.
- Series 7 - General Securities Representative Exam
- Series 63 - Uniform Securities Agent State Law Exam
- Series 65 - Uniform Investment Advisor Law Exam
- Life & Health Insurance Licenses
Certificates
CFP
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