Investments Review Class

Michael McCarthy received his B.B.A. in finance from Loyola University of Chicago in 1982. He received his CFP® certification in 1990.

While in the financial services industry since 1983 Michael has earned the NASD Series 3, 7, 8, 24, 63, 65, Life, Accident and Health insurance licenses.

Michael has been a branch manager of a 20 person regional brokerage firm in suburban Chicago since 1996.

His educational experience includes instructor of the Investments section course for DePaul University as well as an adjunct faculty member of the College for Financial Planning.

Michael is currently the President of the Chicago Chapter of the International Association for Financial Planning and has served in various capacities over the years for the FPA.

[ Go Back ]