Alison McCarthy, CFP® RICP®

CERTIFIED FINANCIAL PLANNER (TM) & Retirement Income Certified Professional


Alison McCarthy is a Certified Financial Planner™ and a Retirement Income Certified Professional®.

Her background is technical and comes from many years as a network engineer. Her experience in designing, implementing and troubleshooting electronic networks allows her the unique ability to transfer these skills to financial planning. She is able to see the big picture and creatively find strategies for her client's financial wants and needs.

By building long-term relationships with her clients, Alison helps them identify and address the items that make up their financial world. Her sole agenda is to focus on attaining her client's needs and objectives through preserving what they have, saving what they can and planning for their future.

She graduated from Northeastern University and has over thirty years in professional roles which include both business and technical positions. She is also a veteran of the U.S. Navy. Alison lives in Norwell MA with her husband and their dogs. She and her husband are active in local charities that include the Scituate Animal Shelter and the DOVE (Domestic Violence Ended) organization.

Phone (617) 967-3695