Caelan McCarthy, CFP®Rodrigo Escobar
Senior Financial Planner
Caelan joined the team at Condor in November of 2020 after being drawn to the company’s culture and commitments to a fee-only, fiduciary business model. As a Senior Financial Planner, he plans to work closely with the firm’s clientele to help them achieve their financial goals throughout all areas of their life.
Caelan brings 5 years of experience from Merrill Lynch, where he began his career in the financial services industry, holding several roles within the company. After starting as an intern, Caelan shortly began working nearly full time while finishing his Bachelor of Arts in Economics and Minor in Business at Rutgers University in New Brunswick, where he graduated with departmental honors and as a member of the international economics honors society. Additionally, he attained his Series 7 while in school and his Series 66 upon graduation. After graduation, Caelan began Merrill’s rigorous advisor training program, graduating in the top decile, and shortly thereafter earned his CERTIFIED FINANCIAL PLANNERTM designation in January of 2020.
Outside of the office, Caelan enjoys many hobbies, such as golfing at New Jersey’s beautiful public courses, experimental cooking at home, or going on long bike rides throughout Morris County where he currently resides. Additionally, after growing up in Ohio, Caelan has been an avid freshwater fisherman and competitive trap shooter, although he is still looking for good places to partake in New Jersey. Recommendations are welcome!