Alison McCarthy, CFP®

Alison McCarthy, CFP®

Financial Consultant

Alison McCarthy, a Certified Financial Planner™, joined Boston Premier Wealth in 2016. 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 to her client’s financial wants and needs.

By building long-term caring 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 summa cum luade, from Northeastern University with a BS in Liberal Arts. She has over twenty years in professional roles which include both business and technical positions. She is also a veteran of the U.S. Navy where she served as an Internal Communications specialist.

Alison lives south of Boston in Norwell MA with her husband and their two dogs. She and her husband are active in local charities that include the Scituate Animal Shelter and the DOVE (Domestic Violence Ended) organization.

She holds Massachusetts licenses in Life insurance, Health and Disability insurance, as well as Long Term Care insurance. She has her Series 7, 63 certifications with LPL Financial and the Series 65 which is dually held with LPL Financial and BostonPremier Wealth, LLC.

Phone 617-934-1109
Fax 617-481-0191