Directional Wealth Management

At Directional Wealth Management we equip people to lead better financial lives through an integrated framework of educational resources, collaborative tools, and personal one-to-one advice. We believe money can be organized and multiplied for the betterment of their families and communities. Jim McCarthy, an independent Certified Financial Planner™ practitioner, has been working as a financial professional for over 20 years. Jim has been helping clients build personalized financial plans since 2003. Christian Misa has over 7 years of experience in the financial services industry having started his career with New York Life Insurance Company in 2007. He has his Series 7, Series 65, and Series 63 license, as well as his Life, Accident & Health Insurance licenses. Colleen O'Connor is responsible for coordinating Jim's calendar, processing client's requests, and supporting Christian and Jim in providing for all their clients' financial needs. The firm focuses on the following areas: Comprehensive Financial Planning Unlocking Retirement Cash Flow Strategies Risk Management Retirement Planning Pre-Retirement Planning - 401k, 403b, profit-sharing plans Estate and Trust Planning Education Funding Business Planning Employer sponsored benefit programs Health, Life, Disability, Long term care Insurance Education and Certifications: CERTIFIED FINANCIAL PLANNER™ Chartered Financial Consultant® Investment Advisor Representative Affiliations: Board of Governors Lakeland Hills Family YMCA Board of Trustees Little Hill Foundation Notary Public - NJ Financial Planning Association (FPA)