Brian McCarthy, CFP®

Brian has over 17 years of industry experience and, prior to joining NFN, was an Executive Director at one of the industry's largest investment banks with a focus on managing and developing sales professionals. Brian received his Bachelor's in Finance from Fairleigh Dickinson University in Madison, New Jersey.  

Now Brian has joined the NFN Leadership team as the Vice President of Training and Development responsible for educating our new associates about building sustainable businesses. From developing financial strategies to understanding how our products and services are tailor-made for each unique client, Brian will serve as a crucial resource for our firm. Brian empowers Financial Professionals in the field to share the importance of our protection first philosophy which allows clients to adopt positive savings habits and achieve their personal financial goals.   

What excites him most is the ability to help unlock the full potential of our Financial Professionals and help define their own career paths. Brian’s main goal is to help Financial Professionals discover the best version of themselves which increases productivity and more importantly, improves how they engage with clients. A natural teacher and coach, Brian gains great satisfaction from seeing Financial professionals learn and put the education to good use with their clients.  A student of Finance himself, Brian is a Certified Financial Planner (CFP®) and has his Series 7, 66, 24, 9, and 10 licenses.  

In his spare time, Brian enjoys spending time with his wife Danielle and two children, Jackson, and Emma. Outside of the office, he enjoys family activities like going to the park or riding roller coasters with his children. He is also a loyal supporter of the New York Yankees and Chelsea Football Club.