Luke McCarty, CFP®, CRPC®
Luke McCarty is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®) dedicated to helping individuals and families make sound financial decisions. With a passion for empowering clients to achieve their financial goals, Luke specializes in providing comprehensive financial planning services encompassing tax planning, employee benefits and retirement planning, estate planning, investment management and insurance strategies.
With a genuine desire to help others, Luke takes a holistic approach to financial planning, understanding that each client's circumstances are unique. By taking the time to listen and understand their goals, he develops personalized strategies that align with their long-term vision. His meticulous attention to detail and analytical mindset enable him to uncover opportunities for optimizing wealth, minimizing tax liabilities and mitigating risks.
He also writes timely market updates and newsletters for current clients as well as being published in Forbes.
Beyond his professional endeavors, Luke finds joy in various activities outside the office, including coaching youth sports. He cherishes quality time spent with his wife, Stacy, and their three children, Jack, Graham and Nate.
Phone: 321-221-7870 | Email: luke@mccartywealth.com | Website: www.mccartywealth.com
