John G. McCarthy III

John McCarthy


Heritage Financial Consultants, LLC

John G. McCarthy III, a financial planner and partner in Heritage Financial Consultants, focuses primarily on financial planning and investment management programs for high net worth clients.

John has been a financial planner since 1993 when he joined Lincoln Financial Advisors. Within Lincoln Financial Advisors, John has been listed on the top 100 advisors list for many years now. Since 2010 he was listed in the top 40 of Lincoln’s Top Financial Advisors nationally. John has been featured in WORTH magazine for 2012-2014 (a premier financial publication) and recognized as a top advisor by SmartCEO magazine.

John is a member of the Resource Group (composed of top advisors within Lincoln Financial Advisors) and sits on the Investment Committee.

Education and Certifications

  • BA in international studies from Washington College
  • Series 6, 7, 63 & 65 registered
  • Investment Advisor Representative
  • Life and Health insurance licensed
  • Million Dollar Roundtable (premier association of the worlds’ most successful insurance professionals) qualifier for the last 17 years

On a Personal Note

John was born and lived in Beirut, Lebanon, until the age of 4 when he moved to London, England. He attended high school at Shiplake College in Henley-on-Thames, England, and spent his time between London and Geneva, Switzerland, before coming to the United States to attend college.

Main Service Areas:

  • Investment Management Programs
  • Financial Planning
  • Estate Planning
  • Asset Management
  • Risk Management

California Insurance License #0D85649