CoverProfile

Biss McCarthy

Financial Planner

Brighton Jones

United States, Washington, Sammamish

About Me

I help my clients live a richer life by helping them identify and achieve their life goals. I do this by acting as their Personal CFO, providing advice and creative solutions as it relates to their life plan. I use a consultative process to identify where they are now, where they want to go and how they will get there. I work with a collaborative team of Brighton Jones professionals who help clients make informed decisions around achieving everything that is important to them.

Profile Information

Financial Planner

Brighton Jones

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Sammamish

Washington

United States

May 16, 2024

More profiles to browse

TM
Tyler Mayfield
Managing Director
Profile Photo
Michael Battaglia
Senior Lead Advisor
J
J Crosby
Investment Operations Manager
Profile Photo
Zach Smith
Partner & Lead Advisor

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BH
Bob Helmer
President Emeritus
Baldwin Wallace University