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Client Services

Areti McCarthy

Aldrich Wealth LP

Areti's EXPERTISE

Individual client services
New client specialist

Areti has over 20 years of experience in financial services and the investment industry in client relationship support, working with individual clients and retirement plan participants and as a senior operations specialist. Her background includes specialized experience with non-standard investments. She has also owned and managed her own video conversion company, helping people update their precious memories on more current media to enjoy and archive.

In Areti’s current role with Aldrich Wealth, she primarily focuses on client service requests such as onboarding new clients, establishing new accounts, transferring assets, coordinating distribution requests and existing account updates. She makes it a priority that requests are executed in a timely and professional manner and supports advisors in creating and maintaining relationships with clients.

Areti received her degree in finance from the University of Illinois.

Outside of work, she enjoys volunteering at her local church and school.

p: 619.810.4952

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