Justin McCarthy, CFP^®, EA

Designations and Licenses

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.

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 provided financial planning, estate, insurance and investment advisory services at the Center for Wealth Preservation.

Justin has a Bachelor of Arts degree in economics from Boston College and 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.

Accolades

Justin was named to Forbes‘ Best-In-State Wealth Advisors list, ranking #44 in New York City in 2023, #111 in 2022 and #140 in 2021. He was also named to Barron’s Top 1,200 Advisors list, ranking #21 in 2023, #30 in 2022, #49 in 2021 and #93 in 2020 in New York.

Personal Interests

Justin is a member of the Friends of Mercy Medical Center AmeriCorps. In his free time, he enjoys golfing, cooking and coaching his three children.

Justin’s Office

Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2021 through 2023 were published in February 2021 and April of 2022 and 2023, and were based on June 30^th data, including 1- and 5-year periods.

Top 1,200 Advisors: Advisors are ranked and organized on a state-by-state basis. Barron’s rankings for 2020-2023 were published in March of each award year based on the previous year’s September 30^th data, including 1- and 5-year periods. No fee was paid for participation in the rankings; however, some advisors have paid a fee to receive expanded profile features on the ranking website.

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