Colin McCarthy is a Financial Consultant at the Lynn location. He works closely with Brian Thomas to help individuals and families develop thoughtful financial plans and investment strategies designed to support their long-term goals. Colin focuses on comprehensive financial planning, helping clients navigate key decisions around retirement, investments, tax efficiency, and long-term wealth building.

Before joining CCR Wealth Management, Colin worked in the financial advisory industry, serving a diverse client base and gaining experience in portfolio construction, retirement planning, and investment analysis. He earned his degree in Business and continues to pursue advanced education to strengthen his expertise in financial planning and leadership, including pursuing a master’s in Artificial Intelligence in Business from Boston University. Colin also holds the CFP® designation, reflecting his commitment to professional excellence and comprehensive financial planning.

Colin is also actively involved in his community, serving on the boards of the Wakefield Arts Council, the Boston Estate Planning Council, and the Essex County Estate Planning Council.

Outside of the office, Colin enjoys traveling, spending time on Cape Cod, and following financial markets and economic trends.