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 matters.
With over 12 years of experience in the financial services industry, Jeorjia specializes in Retirement Planning and focusing on client needs. She is passionate about educating clients on their options and helping them reach their future goals, always giving careful attention to the client’s best interest. She has a gift for making complex investment concepts understandable.
Jeorjia is a University of California, Irvine graduate and currently holds FINRA Series 7 and 66 securities licenses, as well as a California Insurance license #0H60950. She is also multilingual in Mandarin and Taiwanese. In addition, Jeorjia is completing the coursework for the CFP® (Certified Financial Planner) designation.
Those that know Jeorjia professionally and personally would describe her as a determined problem solver who is obsessed with dogs. Aside from spending time with her fur child, a Golden Retriever named Sheldon, she enjoys traveling to new places, fishing, and golfing.