Marcos Navarro

Marcos Navarro joined McCarthy Financial LLC in 2019 as a financial administrator. He provides solid and reliable assistance to our team and serves as a focal point of service to our clients. In addition to finance, Marcos has also had experience with Insurance, Project Management, and Training & Development.

Our clients are often faced with a variety of complex situations. Marcos presents a calm, helpful, and supportive demeanor as he handles client’s immediate needs, while patiently explaining procedures. While our clients experience open and frequent communication with their advisor, Marcos is an additional liaison between the clients and our team. Our team looks to him often throughout the planning process to draft necessary documents, collect data, provide account support, all while using our innovative tools.