Jonathan McCarty
Financial Advisor at Invst
Based in Zionsville, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Zionsville
Industry
Financial Services
Company size
50
Contact information
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j•••••••@invst.com
Phone
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Background
About Jonathan McCarty
I help my clients achieve their full financial potential by serving as their Personal CFO. We work together on your total financial situation - cash flow, savings, investments, credit cards, student loans, business planning, legacy planning, insurance, private placements & etc. As a fiduciary, we work to optimize all areas in an unbiased manner and, as a result, the people I help are able to find more balance in their work, family, spiritual & financial lives. I do not require a minimum level of assets to help someone - I’ll partner with anyone who wants to grow & become financially fit. Many of my clients come in the door with incredible wealth-building potential, but are falling short for reasons they don't understand. As a Personal CFO, it's my role to educate, counsel & guide, coordinate all elements of the financial picture, remove barriers and lay out a roadmap for you to reach your full financial potential.
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