Jolie McCarthy,CFP®

Jolie McCarthy,CFP®

Managing Partner

Jolie joined Socha Financial Group in 2011. Inspired by our founders Lou and Nancy Socha, she developed a passion to serve our clients, staff and community. Jolie strives to develop long-lasting relationships with her clients and assisting them through life's many financial decisions. Jolie focuses on budget analysis and college, retirement, tax and investment planning uniquely tailored to your needs.

Jolie 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. 

On her down time, Jolie loves to spend time with friends and family and attending concerts with her husband Matt.