Jeff McCarty

Prestige Financial Advisors is an elite provider of retirement, investment and insurance services to thousands of California families and businesses with roots beginning in 1996. Our founder, Jeff McCarty’s main philosophy is to provide complete solutions helping our clients in every aspect of their financial lives. We offer an entire spectrum of financial products and services, comprehensive and personalized to you, thus earning us a reputation for excellence in our industry. Making strong commitments to our clients and building life-long relationships are tenets of success at Prestige Financial Advisors. Jeff currently holds his series 65 – Investment Advisor Representative with Virtue Capital Management LLC, an SEC registered investment advisory firm, CA Life and Health Insurance license, as well as his CA Property and Casualty Insurance License. He is also a Licensed Document Assistant, Notary Public and an Accredited Veteran Service Claims Agent. He is currently enrolled in College for Financial Professionals earning his APMA designation (Accredited Portfolio Management Advisor) and is impassioned to never stop learning. Jeff is also a proud member of the National Ethics Bureau and has a rating of A+ as a registered insurance and financial advisor. Prestige Financial Advisors is a family-owned firm based on ethics, values and trust. Jeff and his family currently live in Santa Clarita, CA. Their family are active members of Shepherd Church.


Comments are closed.