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John McCarthy

Licenses

Life insurance
Health insurance
Series 6
Series 63
Series 65
Series 26

California Life Insurance License
#0F14296

Contact details

Phone: 714.200.1776
Email: john@parsonex.com
Branch Office: Tustin, CA
Directions

Branch Manager

I am passionate about helping families plan for income during retirement. I also love to teach, train and mentor new financial professionals.

MY MAIN FOCUS IS RETIREMENT PLANNING
While there are many different ways to invest, I believe in a long-term approach for the biggest financial challenge… retirement. Pensions are vanishing, social security may not be the answer, which leaves individuals increasingly responsible for providing for their own retirement security. My clients are not looking to “trade” or “play the market”, they are looking for long term investing in portfolios aligned with their financial objectives.

I AM INDEPENDENT
Access to the independent market ensures that Parsonex clients can utilize competitive products in pursuit of their financial goals and dreams.

I AM INVESTMENT FOCUSED
My primary objective is to help you with your long term retirement plan.

I AM CLIENT FOCUSED AND VALUES BASED
I do not believe in certain methods, strategies and philosophies. It’s not just what I DO offer, it’s what I DON’T offer by choice that makes me different than other financial services companies.

I BELIEVE IN LIFETIME CLIENT RELATIONSHIPS
While being independent is important in allowing me to utilize the most competitive products, the key success factor long-term is a client’s behavior. I believe strong client-financial professional relationships can make a big difference in the attainment of long term retirement goals.


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Copyright © 2007 - 2023 Parsonex Securities, Inc. All rights reserved. Member FINRA / SIPC. This site is designed for U.S. residents only. Parsonex Securities’ financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the products and services mentioned are available in every state.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider the investment objectives, risks, charges and expenses of each fund. This and other important information is contained in each fund's prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing. Parsonex Financial Services is the marketing name for Parsonex Securities and affiliates. Securities offered through Parsonex Securities, Inc. Member FINRA / SIPC. 8310 S. Valley Highway, Suite 110, Englewood, CO 80112, 303-662-8700.

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