Biss McCarthy, CFP^®

How do I help our clients live a richer life?
I help my clients live a richer life by helping them identify and achieve their life goals. I do this by acting as their Personal CFO, providing advice and creative solutions as it relates to their life plan. I use a consultative process to identify where they are now, where they want to go and how they will get there. I work with a collaborative team of Brighton Jones professionals who help clients make informed decisions around achieving everything that is important to them.

I earned a Bachelor of Science from Washington State University. In addition to obtaining my CFP® designation, I hold a Series 65 investment adviser qualification.

How do I align my time and money with my values and passions to Live a Richer Life?
My passions revolve around family, friends, health/wellness, and community. I align my time and money with my passions to create experiences through community art and cultural events, travel, outdoor adventure, and community/ philanthropic outreach. I enjoy sharing these experiences with family, friends, colleagues, and the greater community to create fulfilling and lasting memories while enhancing my personal richer life journey.