Directional Wealth Management Welcomes New Team Member

Top Quote Guiding your journey to financial well-being. End Quote
  • Newark, NJ (1888PressRelease) March 05, 2015 - Christian Misa has recently been added to the Directional Wealth Management team as a junior partner, working with Jim McCarthy, CFP®, ChFC ®, and founder of Directional Wealth Management, LLC. Christian has his Series 7 and Series 63 licenses, as well as his Life, Accident and Health Insurance licenses. He is currently licensed in New York and New Jersey.

    "Misa has been running his own financial services practice since 2011," stated Jim. "Over time and with much thought, we made the decision to merge our practices and bring our knowledge and experience together to best serve our clients."

    He has over seven years of experience in the financial services industry, starting his career in 2007 with New York Life Insurance Company. Christian then opened an independent agency, Misa Financial, LLC, in 2011. Misa Financial merged with Directional Wealth Management in January 2015.

    Christian built his business through enhanced customer service, empowering his clientele with the same knowledge and guidance they will continue to receive with Directional Wealth Management. The new company specializes in comprehensive financial planning and wealth management. Additionally, they offer individual and family health insurance, including Medicare supplemental plan and employer group benefits, including health, life and disability.

    To contact Christian, please email him at cmisa ( @ ) wsfg dot com dot

    Christian graduated from Montclair State University with a Bachelors of Science in Business Administration with a concentration in Marketing.

    Directional Wealth Management, LLC and Wall Street Financial Group, Inc. are separate entities. They are independently owned and operated. Securities offered through Wall Street Financial Group, Inc. (WSFG) member FINRA/SIPC. Advisory Services offered through Wall Street Financial Group, Inc. (WSFG), Registered Investment Advisor by those advisors who maintain a Series 65 or Series 66 registration. Health and other non-variable insurance products are not offered through WSFG.

    ###
space
space
  • FB Icon Twitter Icon In-Icon
Contact Information