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Team

Junette McCarthy, CFP®

Wealth Manager and Financial Planner

(714) 245-1381

(714) 245-1384

[email protected]

Junette has devoted her career to attending to the needs of her clients and incorporates sophisticated, state-of-the art technology to ensure that her clients and their financial needs are properly cared for. Formerly a “rocket...

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Peter Rivas, CFP®, AAMS®

Wealth Manager

714-245-1381

714-245-1384

[email protected]

Peter is a native Californian, born and raised in Orange County. His career has been a consistent demonstration of service to others while utilizing his unique skill set to understand what really matters to people and help them achieve...

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Christine Turner, CFP®

Client Services Director

(714) 245-1381

(714) 245-1384

[email protected]

Christine has been part of McCarthy Wealth Management (previously Ferree & McCarthy) since 2004. She helps individuals and families plan for the future, manage debt, navigate through estate settlement, provide optimal investment...

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Erin Wilkinson

Operations Manager

(714) 245-1381

(714) 245-1384

[email protected]

Erin Wilkinson joined our firm in early 2016. She is your first point of contact in our office and is responsible for office management as well as client account administration. Erin began her career in the financial services industry...

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