McCarthy Wealth Management Management Team
Contact top employees from
McCarthy Wealth Management
Summary
Who you entrust your money to is of critical importance and when it comes to money, no two people are alike. At McCarthy Wealth Management, we get it. The intelligence, education, credentials, and exp...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at McCarthy Wealth Management shows a diverse range of experience levels:
10% have been with the company for less than 1 year20% for 1–2 years10% for 3–4 years20% for 5–7 years10% for 8–10 years30% have over 11 years of service at McCarthy Wealth ManagementEx-employees positions
In Company
In New Company
Contact top employees from
McCarthy Wealth Management
Junette McCarthy
*Wealth Manager and CERTIFIED FINANCIAL PLANNER™
Jeorjia Sun
Wealth Manager and CERTIFIED FINANCIAL PLANNER™
Trevor Pham
Wealth Management Intern
Stephanie Robson
Relationship Manager
