Justin McCarthy

Justin McCarthy, CFP®

Managing Director

New York, NY

Rockville Centre, NY

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 Master’s of Business Administration, he worked at the Center for Wealth Preservation, providing financial planning, estate, insurance, and investment advisory services.

Justin is a CERTIFIED FINANCIAL PLANNER professional, an Enrolled Agent (EA) with the IRS and holds licenses in life and property & casualty insurance. He received his Master’s of Business Administration in finance & taxation from Fordham Graduate School of Business, where he graduated Beta Gamma Sigma with a specialization in personal financial planning. He received his bachelor of arts degree in economics from Boston College.