How We Work
McNamara Financial Group was founded by experienced and accomplished professionals with a combined 50 years of experience in the Financial Services industry. With an emphasis on exceptional customer service and individualized account management, we have a strong ability to navigate the vast financial landscape. Since our inception in 2011, we have strived to develop strong client relationships built on a foundation of trust. Each member of the group brings a valuable skill set and extensive knowledge to the team.
Charles J. McNamara III, CMFC®, LUTCF
FOUNDER, MANAGING PARTNER
(215) 348-3219
charlie@mcnamarafinancialgroup.com
Charles J. McNamara, III (Charlie) is a nearly 20-year veteran of the financial services industry. With a degree in Business Finance from Delaware Valley University, Charlie brings an extraordinary level of knowledge and experience to...
Ricardo J. Ferreira, CMFC®
FOUNDING PARTNER, PORTFOLIO & PLANNING STRATEGIST
(215) 348-3219
ricardo@mcnamarafinancialgroup.com
Ricardo J. Ferreira is a decorated US Navy Veteran who began his career as a project manager in the construction industry. In 2009 his passion for finance and talent for both analyzing and finding solutions to complex situations lead...
Phil Rosenau, ChFC®
FINANCIAL ADVISOR
(215) 348-3219
phil@mcnamarafinancialgroup.com
As a graduate of Germantown Academy, Phil Rosenau earned his Bachelors Degree in economics at Drew University, while also earning a minor in business management. Following an exceptional colligate career Phil was awarded a position at...
Jonathan Childs
Financial Planner
(413) 653-9381
jonathan@mcnamarafinancialgroup.com
Charles J. McNamara Jr.
DIRECTOR OF BUSINESS DEVELOPMENT
(215) 348-3219
charlesjr@mcnamarafinancialgroup.com
Lori Carroll
DIRECTOR OF OPERATIONS
(215) 348-3219
lori@mcnamarafinancialgroup.com