Thomas J. McCarthy, ChFC®, AIF®

Managing Partner

Tom McCarthy is a founding partner of KAF Wealth Management.  As the company's managing partner, the focus of Tom's practice is to work with successful individuals and business owners in various aspects of their financial planning, including estate planning, business succession planning, portfolio management, retirement planning, insurance solutions, and employee benefits.  Tom holds the Chartered Financial Consultant® and Accredited Investment Fiduciary® designations.  Tom, his wife Lisa and their children live in Norwell, MA

 

Member of the Board of Directors of the South Shore Health System

Foundation Trustee and past Chair of the South Shore Hospital Charitable Foundation

University of New Hampshire - Peter T. Paul College of Business and Economics, Bachelor of Science (B.S.), Business Administration - graduated Cum Laude

The American College - Chartered Financial Consultant®, Wealth Management and Financial Planning

Registered Representative - Lincoln Investment (Series 7 and 63).

 

Phone 781-356-2200
Fax 781-325-1379