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Fiduciary Team

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Our advisors are CFP® professionals who have completed extensive training and experience requirements, and are required to engage in ongoing education.  We are committed to CFP Board's ethical standards that require us to be fiduciaries, which means putting clients' interests first. Partnering with us will provide you with a holistic, personalized approach to your financial plan. Visit the 'Our Process' page for more information on the areas of financial planning we address and the steps we take to help you reach your goals. 

Junette McCarthy, CFP&#174;<br />Wealth Manager and&#160;CERTIFIED FINANCIAL PLANNER&#8482;

Junette McCarthy, CFP®
Wealth Manager and CERTIFIED FINANCIAL PLANNER™

Junette has devoted her career to attending to the needs of her clients and incorporates sophisticated, state-of-the art technology to ensure that her clients and their financial needs are properly cared for. 

Formerly a “rocket scientist” with a background in engineering and space satellite design, Junette found that her passion was in personal finance. Today she uses her technical skills combined with her passion to serve others to create long-term investment and planning strategies that empower clients to help achieve their financial goals. Junette finds it gratifying to help her clients find clarity and confidence in making educated financial and life decisions. 

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Jeorjia Chen<br />Relationship Manager

Jeorjia Sun, CFP®, CPFA®
Wealth Manager and CERTIFIED FINANCIAL PLANNER™

Jeorjia (pronounced: jor-juh, like the state!) has over 13 years of experience in the financial services industry. She knows what truly makes a financial strategy come to fruition – and it's not the portfolio value.  It's how well you connect with the people you are trying to help and understanding their personal needs – financial or otherwise. She is passionate about educating clients on their options and guiding them to reach their goals, always giving careful attention to the client’s best interest.  Her past experiences with Raymond James Financial Services and LPL Financial have enabled her to communicate complex financial concepts clearly.

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Jeorjia Chen<br />Relationship Manager

Stephanie Robson
Relationship Manager

Stephanie Robson, Relationship Manager and Candidate for CFP® certification, is passionate about helping clients make smart decisions with their hard-earned money.  She began her journey in financial planning by earning her Personal Financial Planning Certificate from the University of California, Irvine. She has completed extensive training in the following areas of financial planning: Investment Planning, Estate Planning, Retirement Savings and Income Planning, Tax Planning, and Risk Management and Insurance Planning.  Her educational background also includes a Bachelor of the Arts degree from Stanford University with a minor in German Language.

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Jeorjia Chen<br />Relationship Manager

Erin Wilkinson
Director of Operations 

Erin Wilkinson joined McCarthy Wealth Management in 2016 and is the Director of Operations.  She keeps our office operations humming along smoothly and efficiently.

Highly accomplished, she has earned her Series 7, 24 and 66 securities licenses providing her with expert knowledge in operations and regulatory compliance.  In this capacity, she diligently assists clients with all manner of account related administration, including account establishment, transfers and funding, and ongoing account maintenance and integrity. Erin is very detail-oriented and enhances our clients’ experience by ensuring that their needs are met.  Internally, Erin oversees the overall functionality of the office by managing corporate finances, handling payroll and benefits administration, and ensuring the advisors have the resources they need.


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