Kevin’s Education/Licenses Held
- Barry University
- Securities Licensed – Series 7, Series 66
- Insurance Licensed – Florida 214
Kevin’s Education/Licenses Held
- Barry University
- Securities Licensed – Series 7, Series 66
- Insurance Licensed – Florida 214
Kevin’s Bio~
“I will recommend quality solutions which meet my clients’ individual goals, objectives and risk tolerance.”
Kevin C. McCarthy
Kevin C. McCarthy was born in Hull, Massachusetts, but raised in North Miami Beach, Florida. Although Kevin’s father was a sergeant at the North Miami Beach Police Department and many of his family members were also in the field of public service, Kevin’s aspirations lead him to a career in the financial field.
Since 1987, Kevin has been dedicated to creating a financial investment plan and model portfolio based on each client’s unique goals and risk tolerance. Through his many years of experience in financial planning and money management, Kevin has been able to guide all his clients in proper asset allocation. Learning early on that each investor is unique and no single investment account is right for everyone, Kevin created McCarthy Financial Group, P.A. Since 1993, this family-owned, full-service financial planning firm has been devoted to offering each client a clear perspective and consistent service.
Built on honesty, integrity and personal service, McCarthy Financial Group seeks to improve our clients' sense of security when it comes to their financial future.
Through his practice, Kevin has been able to compliment his clients' (portfolios or savings plans,etc.) by offering a very simple approach: identify the client’s needs and goals, design and implement a plan of action, and more importantly, monitor and evaluate performance regularly and revise the plan as needed.
As a Licensed Insurance Agent, Securities Licensed Registered Representative and Investment Advisor Representative, Kevin understands how necessary it is to have many different investment and estate-planning vehicles at your disposal in order to better benefit our clients. Kevin is qualified and licensed to offer a variety of fixed insurance products such as annuities, life insurance, and long-term care; as well as a full range of registered securities from stocks, bonds, mutual funds and CD’s; including investment management accounts and alternative investments such as Non-Traded Real Estate Investment Trusts, Equipment Leasing Funds.
However, it is Kevin’s ambition to offer his client’s more than just the tools necessary to help them reach their goals. That is why McCarthy Financial Group was founded on the idea that “knowledge is power.” Kevin sincerely believes that educating the client will give them a clear understanding to their current financial position and the power to make the best decisions possible when it comes to their financial future.
In pursuit of his ambition, Kevin C. McCarthy is proud of having been invited to speak before many groups and organizations such as the Society of Financial Services Professionals Symposium, Hadassah’s Judeo-Kadimah Chapter, Concerned Citizens of North East Dade and the Hollywood Women’s Club just to name a few. In addition, for the past 10 years, Kevin has sponsored over 70 educational programs throughout South Florida and considers it a privilege to have the opportunity to share his knowledge and experience in the financial industry.