Michael McCarthy, CFP®, CLU®, ChFC®
LPL Financial Advisor & Planner
Michael is a co-founder of Regal Wealth Advisors, where he serves as Director of Financial Planning. He oversees the firm's investment programs and manages the development of financial plans, estate plans, business succession plans, and complex life insurance structures. With over 30 years of experience in the financial services industry, Michael brings a wealth of knowledge and expertise to clients, including a deep understanding of core financial planning strategies, wealth transfer concepts, and a wide range of investment and insurance products. Having relocated from the NY/NJ area six years ago, Michael brings a unique perspective to clients who are also making the transition to the Myrtle beach area. He helps these clients take control of their finances by being a local presence and providing concierge-level service. Regal Wealth Advisors' business model is designed to give clients direct, personalized access to their advisors, which is a key differentiator in the industry that has moved toward one-size fits all planning.
In addition to his professional pursuits, Michael is an avid NY Giants fan and, with his family, actively supports the Theater of The Republic and Children's Youth Theater, a historic community theater in Conway, SC.
Michael, his wife Sandy (a former high school special education teacher), and their daughter Madison currently reside in Myrtle Beach, South Carolina. Madison is a high school student with a passion for musical theater and is talented in singing, playing the guitar, violin, and piano
SECURITIES LICENSES:
Certified Financial Planner ®
Chartered Life Underwriter ®
Chartered Financial Consultant ®
Series 6* - Investment Company Products/Variable Contracts Limited Representative Exam
Series 7* - General Securities Representative Exam
Series 63* - Uniform Securities Agent State Law Exam
Series 66* - Uniform Combined State Law Exam*held with LPL Financial
Iona College - BS in Finance, Minor in Accounting
Fairleigh Dickinson University - Financial Planning Program
