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Certifications

ChFC®

Client specialties

  • Financial Planning
  • Personal wealth management
  • Portfolio Construction & Management
  • Retirement plan consulting
  • Risk Management

Jake McCarthy , ChFC®

Financial Advisor | Relationship Manager

Bio

Jake, a seasoned Financial Advisor and Relationship Manager joined Procyon in November of 2021 with a wealth of experience in providing comprehensive financial planning, tailored investment management, and risk management strategies to clients. He began his career in February 2020, amidst the COVID-19 pandemic, which has presented a unique set of challenges. Despite the hurdles, Jake has successfully helped numerous clients navigate economic turmoil and has paved the way to successful client retirements.

Prior to joining Procyon, Jake worked at a prominent financial advising and wealth consulting firm, where he established himself as a trusted resource for clients. He is passionate about building strong relationships and working closely with clients to understand their unique situations and provide bespoke solutions. He prides himself on his ability to educate, helping people make informed financial decisions.

Jake holds a B.S. degree in Finance from Quinnipiac University, where he played for Quinnipiac’s Rugby team. He currently resides in Milford, Connecticut and is an active member of the Support Connection, a non-profit organization for breast and ovarian cancer fighters/survivors. In his spare time, Jake enjoys surfing, pickleball, and spending time with family.

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