JM

John McCarthy

Client Services Associate II at The Pacific Financial Group, Inc.

John McCarthy has a Bachelor of Science degree in Business with a minor in International Economics from Oregon State University. John has worked in various roles such as Business Manager at Kiewit Building Group, Bank Teller at Armed Forces Bank, and Office Support at First Active Bank. Currently, John is a Client Services Associate II at The Pacific Financial Group, Inc., where John processes 401(k) withdrawals, advises participants on withdrawal regulations, and prepares IRS forms. Prior to this, John worked at Moran Knobel as a Distribution Coordinator, where John processed 401(k) withdrawals, prepared required minimum distributions, and helped edit Qualified Domestic Relationship Orders.

Location

Seattle, United States

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The Pacific Financial Group, Inc.

Founded in 1984, The Pacific Financial Group, Inc. (TPFG) has established a reputation for superior trust, performance and service. Based in Bellevue, Washington, TPFG has developed strong and rapidly growing national relationships with broker dealers, advisors and clients across the country. As an active money manager, we offer unique individualized portfolio strategies while focusing on innovative investment approaches that distinctly differentiate us from other managers in the industry. TPFG was founded on the idea that everyone should have access to quality, investment advice and a financial plan that includes all assets. From this core concept, the firm has developed a legacy of creating innovative, value-add solutions. Today we are a dynamic, WealthTech firm that brings over three decades of traditional asset management experience together with our proprietary technology, RiskPro®, to provide products and services that empower independent financial advisors and their clients. FOR SOCIAL MEDIA GUIDELINES AND DISCLOSURES https://www.tpfg.com/social-media-guidelines-and-disclosures


Employees

51-200

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