Sean McCarthy, CFP®, ChFC®, RICP®
Financial planning for tech execs, retirees and business owners
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Serving Clients Nationwide
Financial planning for tech execs, retirees and business owners
Areas of Focus
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Sean McCarthy, CFP®, ChFC®, RICP®
Sean McCarthy is a Certified Financial Planner (CFP®) with over 7 years of experience helping families work toward their financial goals.Sean specializes in guiding tech executives through complex stock compensation, assisting retirees with strategic planning, and supporting business owners in navigating their financial landscapes. He is passionate about empowering his clients with confidence and peace of mind as they navigate different stages of their financial lives.
Born and raised in Idaho, Sean’s love for basketball has always been a driving force in his life, shaping his character and approach to challenges both on and off the court. A proud graduate of the University of Idaho in 2016, his journey included playing collegiate basketball at multiple schools, where he developed discipline, perseverance, and leadership skills that continue to influence his approach to financial planning today.
In his free time, Sean coaches AAU basketball with Select Basketball during the spring and summer, traveling nationwide to compete against top-tier teams. Sean finds immense reward in watching small-town athletes excel while building lifelong relationships and helping to shape future community leaders.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
- Retirement Income Certified Professional (RICP)
Primary Location
500 East Shore Drive, Suite 100, Eagle, ID 83616
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call or meeting. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About OnePoint BFG Wealth Partners
Sean McCarthy is a financial advisor with OnePoint BFG Wealth Partners in Eagle, Idaho, helping families, executives, and business owners in the Boise area plan for retirement and manage stock-based wealth.Our name says it all: OnePoint. We exist for a single, clear purpose, which is to truly understand what matters most to you and then deliver on it. At the heart of everything we do are the genuinely personal connections to our clients—they’re the foundation of our firm and the anchor for every service we provide.
OnePoint advisors are known for forging personal and lifelong relationships that extend far beyond money and portfolio management. In fact, they become the first call for many of life’s important decisions. When clients are ready to take their wealth, and their life, to the next level, we are the one point of contact to help them get there.
Our One Touch Approach.
✔️ Your OnePoint Wealth Advisor
Your journey starts with a dedicated advisor who brings deep planning expertise and a personal understanding of what matters most to you. A single point of contact, they coordinate every aspect of your financial life and guide you with clarity, care, and purpose.
✔️ Your OnePoint Ascend Team
Your advisor seamlessly brings in the right experts at the right time to elevate every aspect of your life. From investment specialists to tax and estate strategists to life coaches, they help turn complexity into clarity, so you can move forward with confidence.
✔️ Your OnePoint Plan
Your financial life doesn’t exist in a silo and neither should your plan. Your advisor takes a complete view of your financial world, aligning it with your goals, values, and the life you’re building. The result is a forward-looking plan designed to grow and adapt as you ascend.
A Community Where Relationships Come First.
We are more than a wealth management firm—we are a community. Founded on the belief that meaningful relationships drive better outcomes, we exist to deeply understand what matters most to our clients, advisors, and our team. We believe that when relationships come first, results follow.
Our trusted advisors are known for building lifelong partnerships with clients that go well beyond portfolio management. They coordinate every aspect of a client’s financial life with care, clarity, and purpose. And as colleagues, we support one another with the same commitment and energy we give to our clients.
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners.
Education
University of Idaho, Bachelor's degree, Accounting
Hobbies and Interests
- Basketball
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
- Technology Professionals
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FAQs
FAQ Disclosures
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners.
