Dan McCarthy MBA, CFP®
Dan McCarthy has more than 10 years of industry experience. As Senior Vice President of Advisor Development at Wealthcare Advisory Partners, his primary responsibility is working with advisors to help grow their practice while leveraging efficiencies through the use of the GDX360® process. Further, Dan assists in the ongoing development of Wealthcare’s investment analytics, reporting, and client portfolio analysis. He is a business management graduate from Shippensburg University, a Certified Financial Planner (CFP®), and holds an MBA in Finance from Penn State University.
Disclosure: Wealthcare Capital Management and Wealthcare Advisory Partners are separate entities from Cody Financial Advisors.Cody. Financial Advisors and Wealthcare Advisory Partners are not affiliated with LPL Financial