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Junette McCarthy, CFP®

Junette McCarthy, CFP®

Wealth Manager and Financial Planner

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 scientist” with a background in engineering and space satellite design, Junette found that her true passion was in personal finance. Today she uses her technical skills combined with her passion to serve others to create long-term investment and planning strategies that empower her clients to help achieve their financial goals. Junette finds it gratifying to help her clients find clarity and confidence in making educated financial and life decisions.   

With 20 years of experience in wealth management and financial planning, Junette is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and owner and founder of McCarthy Wealth Management.  She has been selected by FSC Securities Corporation, McCarthy Wealth Management’s independent broker/dealer, to participate in their Leadership Program since 2014. 

Junette is an active member of the Financial Planning Association (FPA) since 2001, the Orange County Estate Planning Council, past President of the Orange County Financial Society and has served on the National Education Task Force for the Advisor Group.  Junette serves on the Advisor Group Women's Advisory Board supporting 11,000 financial professionals with a three year commitment focused on serving women in mentorship, leadership, community outreach & development. 

Junette’s educational background includes a Master of Science degree in Electrical Engineering from University of Southern California and a Bachelor of Science degree in Electrical Engineering with a minor in Mathematics from California State University, Fresno. She also completed the Personal Financial Planner program from the University of California, Irvine and holds the CFP® designation. Junette has the Series 7, 24, 53, 65, and 63 securities registrations as well as a California Insurance license #0D68839.

She and her husband, Brian, and their adult sons are active members of the Newport Beach community.  She has a passion for the ocean and is active with outrigger canoe paddling, surfski and yoga.