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 management through appropriate asset allocation and more. “I enjoy working with people because I can understand and empathize with them. If someone is experiencing a financial issue, I may have experienced it myself or worked with someone who has. I look at financial situations as puzzles and I like to think creatively when solving the puzzle. The best part of my day is when someone tells me I’ve helped them feel understood and comfortable and that they feel better about their course of action”. Christine is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds Series 6, 7, 24 and 63 securities registrations. Christine is also an active member of the Orange County Financial Planning Association.
Prior to joining the firm, Christine worked in the aerospace and health care industries in various financial analyst positions with a focus on income statements, budgeting and profit & loss analysis.
Christine received her Bachelor of Arts degree in Economics from the University of California, Irvine. She also completed the Personal Financial Planner program from the University of California, Irvine.
Outside of work, Christine enjoys the outdoors, traveling, cooking and reading. For many years, Christine has also served her community by volunteering for various organizations such as Girl Scouts and high school athletic booster clubs. Goals of Christine's include developing her painting skills and learning how to play the drums. Christine, her husband Jim and their two adult children reside in Yorba Linda.