John McCarthy (CFP®, ChFC®, MBA)

John McCarthy focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Qualifications and Experience:

Fee-only Financial Planner
Fee-only since October / 1992

Master of Business Administration (MBA) - With Distinction Investment Focus
Capital University in Columbus, Ohio

Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFc)

Bachelor of Science Finance and Economics
Bachelor of Science Business Administration (Management)
Minors: Accounting, Marketing, and Industrial Relations
Lake Superior State University in Michigan

Completed requirements for the Ohio insurance license and a Series Seven Stock Brokerage license. (NASD Series 7)

Mr. McCarthy is affiliated with John E. Sestina's innovative "Sestina Network" National Network of Advisors. The "Sestina Network" of financial advisors is modeled on sports teams whose highly talented individual "superstars" combine their complementary skill into a coordinated and synergistic team able to perform at exceptionally high levels. This unique approach creates unparalleled advantages and savings of time and money for the market of middle and upper income Americans.

Mr. McCarthy's professional goal is to help provide quality, consistent, and objective financial planning services for individuals and families helping them realize their financial dreams.

Additional Information

NAPFA Start Date

May 08, 2000


This Office

1124 W Riverside Ave Ste 305 Spokane, WA 99201-1109 Phone: (509) 370-2975