Colin McCarthy is a Sales Assistant with CCR Wealth Management, working with individuals and families to 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 group of clients 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.

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