Justin McCarthy, CFP®, EA
Designations and Licenses
Justin is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent. 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.
Experience and Education
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, he worked at the Center for Wealth Preservation, providing financial planning, estate, insurance and investment advisory services.
He has an MBA in finance and taxation from Fordham Graduate School of Business, where he graduated Beta Gamma Sigma with a specialization in personal financial planning. He has a Bachelor of Arts degree in economics from Boston College.
In 2021, Justin was named to Forbes’ Best-In-State Advisors list, ranking #140 in New York City. He was also named to Barron’s 2021 Top 1,200 Advisors list, ranking #49 in New York.
Justin is a member of the Friends of Mercy Medical Center Americorps and in his free time he enjoys golfing, cooking and coaching his three children.
The Forbes Best-In-State Wealth Advisors ranking by SHOOK Research is based on an algorithm of qualitative criteria, gained through due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Barron’s Top 1200: Justin McCarthy: 2020: #93. Barron’s publishes four financial advisor rankings each year: The Top 100, The Top 100 Women, The Top 100 Independents and The Top 1,200, in which advisors are ranked on a state-by-state basis. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit www.barrons.com.