CoverProfile

Justin B. Mccarthy

Director & Senior Wealth Advisor

Mariner

United States, New York, New York

About Me

Justin is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent with the IRS. He holds life and health and property and casualty insurance licenses in various states including New York. Justin is also an NFLPA Registered Player Financial Advisor. Justin leverages his in-depth understanding of portfolio management and tax matters to develop financial planning and investment strategies for high-net-worth clients and professional athletes. He is also well-versed in risk management, including life, disability, and property and casualty insurance. Prior to joining Mariner Wealth Advisors, Justin worked for a consulting firm in New York for three years. While studying for his MBA, h

View more

Profile Information

Director & Senior Wealth Advisor

Mariner

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

Aug 5, 2024

More profiles to browse

Profile Photo
Trey Barnes
Sr. Wealth Advisor, CFP
TH
Todd Hanslik
Managing Director & Senior Wealth Advisor
DS
Donna Sabatino
Wealth Advisor
MB
Marty Bicknell
Founder, CEO & President

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation