About Tim McCarthy
Prior to starting Timothy S McCarthy CPA, Tim was a Manager with Coopers & Lybrand in their Hartford, CT office. In 1987, he left Coopers to build his own Tax Practice, Timothy S McCarthy CPA, located in Avon, CT. He has been an adjunct faculty member at Central Connecticut State University and the University of Hartford teaching graduate level classes in Income and International Tax issues and Business Administration. The holder of a MSBA from the University of Massachusetts, Tim is licensed in Connecticut as a Certified Public Account and Personal Financial Specialist (CPA/PFS).
At the repeated requests from his tax clients, Tim expanded his services to include Retirement and Financial Planning. In order to play a more active role in his clients’ personal financial affairs, Tim has affiliated himself with LPL Financial, his Broker Dealer and US Financial Advisors LLC. his Registered Investment Advisor (RIA). Through LPL Financial, Tim holds a Series 24 Registered Principal, a Series 66 Investment Advisory Representative, and Series 7 Full Securities Registered Representative registrations. Tim also earned his CLU, Chartered Life Underwriter from the American College. Tim has over thirty years of experience in the Financial Service Industry.