Jolie McCarthy

Jolie focuses on developing uniquely tailored financial plans providing clarity and understanding the often complex cash flow, retirement, tax, and investment matters. She strives to develop long lasting relationships with her clients, assisting through life’s many stages and empowering them to make confident financial decisions.

Jolie joined Socha Financial Group in 2011. She earned her BA from Houghton College, is a CERTIFIED FINANCIAL PLANNER™, Enrolled Agent and holds a New York State Life, Accident and Health Insurance License.

A homebody at heart, you will most likely find her curled up in front the fireplace after a long day. While possessing zero musical talent of her own, Jolie appreciates all genres of music and loves attending live concerts with her husband.

Jolie McCarthy,CFP®