Joseph W. McCarthy, CFP®

Account Executive

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Joe brings transparency in all he does. He is a diligent worker who brings a solid work ethic and strong convictions to the approach and manner in which he strives to help his clients achieve overall financial goals. He believes most investment products have too many needless fees and costs, which serve only to increase the profits of the investment firms offering them. These costs are paid by the investor and could severely reduce investment returns in the long run. 

Prior to joining Alignment Financial Group, Joe worked at Fidelity Investments for over 25 years, implementing solutions to his clients’ investment portfolio and financial planning needs. His most recent role with Fidelity was vice president and senior account executive managing a practice of over $1.2 billion. During his tenure at Fidelity, Joe was frequently recognized with both the annual Achiever Award for Excellence in Service as well as the prestigious President Circle Award.

Joe received his Bachelor of Arts degree from Stonehill College and has held the designation of Certified Financial Planner™ practitioner for more than 15 years.

Joe and his wife, Liz, have four children, Carolyne, Joseph Jr., Sarah and Angela. Over the years, Joe has volunteered in different areas supporting his community, various youth sport activities, and continues volunteering time to his church. He also enjoys skiing, golf, kayaking, reading, cooking, and spending time with family and friends.

CFP® | Certified Financial Planner
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

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