McCarthy Wealth Management

About McCarthy Wealth Management

McCarthy Wealth Management is a wealth management firm based in Newport Beach, CA. We provide holistic financial planning that cover many life aspects that leave clients prepared for their future, while enjoying the present. Some of the areas of financial planning we cover are investments, estate, retirement, asset protection, charitable giving, education, etc.
We believe in working to live a balanced, rich life with true meaning and purpose, not just living to work. For over 20 years, McCarthy Wealth Management has been providing sound, caring financial advice to families and businesses in the Orange County Area. We offer career growth with a balanced reasonable work week with 3 weeks paid time off, 10 paid holidays, a competitive base salary, health insurance benefits, a generous 401(k) profit share, a bi-annual bonus based on growth and revenues, and community volunteer opportunities.



March 2023 - September 2023 Newport Beach, CA
“Working with the MWM team was an absolute blessing. They brought me in and immediately I could see how much they cared and wanted me to grow. After training and working for a month, our Client Services Associate resigned, and I was offered a raise and promotion to take on some of the work that he used to do. Although it was scary, I learned very quickly and was able to excel considering my lack of experience. By far the best aspect of working here was the people. Junette, Jeorjia, Erin, Nick, and Karen made me look forward to coming into the office because I knew I was going to contribute, learn, and have fun with them. I couldn't imagine a better place to get exposure to the financial planning industry than MWM. If you have any interest at all and love being in sunny Newport Beach, this is the perfect place to get your foot in the door.”
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