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John McCarthy, CFP®

Jacobi Capital Management, LLC

John McCarthy, CFP®

Jacobi Capital Management, LLC

John McCarthy, CFP®

Jacobi Capital Management, LLC

Profession LogoFINANCIAL PLANNER

John joined Jacobi Capital Management in 2015 with over 15 years of wealth management experience. John began his career as a CPA and then proceeded to manage his family’s automobile business for 8 years. Wanting to have a greater impact on people’s lives, John began an investment management career in 2001 with a leading national brokerage firm. A desire to help people effectively plan for the future drove John to Jacobi. John works with families and individuals with special needs, high net worth individuals and their local non-profit organizations.

John earned his bachelor’s degree in Accounting from Villanova University and is a Certified Financial Planner ®. He has served as a board member on several non-profit organizations and is an advisory committee member to Allied Services. John is also the executive member of the Luzerne County Drug and Alcohol Executive Commission. In his spare time, John enjoys reading, playing golf, and spending time with his family. You can also catch John supporting the Villanova basketball team, the Notre Dame football team and the Philadelphia Eagles. John lives in Dallas with his wife Tina and two sons.

Firm Description

Life doesn’t revolve around finances, but having financial security can provide the comfort to enjoy life’s special moments to the fullest. At Jacobi Capital Management, we will walk you through these moments to help prepare for your goals and the detours that may happen along the way. We strive to become your financial advocate, coach and partner working to organize and streamline your entire financial life, including:

  • Special Needs Planning
  • Retirement Planning
  • Income Tax Planning
  • Insurance Planning
  • Estate Planning
  • Education Planning
  • Wealth Management

Hours

Please contact this special needs planner for firm hours by clicking here.

Cost

What Is a Special Needs Planner?

Main Office

620 Baltimore Dr. Ste 400
Wilkes Barre, PA 18702

On the web

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Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts