Team

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...

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...

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...

Jeorjia (pronounced: jor-juh, like the state!) joined the McCarthy Wealth Management team in 2020 as a Relationship Manager. She works closely with Junette McCarthy, CFP® on investment-related and financial planning matters. With...

Nicholas Hurdle joined the McCarthy Wealth management team in April 2019. He is one of the first points of contact in the office for our clients. He assists with client service and administrative tasks. Nicholas was born and raised in...