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JC Murtagh, CFP®, CPFA

JC Murtagh, CFP®, CPFA

Director of Financial Planning

JC directs the financial planning operations of The Clifford Group. JC is a CERTIFIED FINANCIAL PLANNER™ with years of assisting families in their financial and retirement planning needs. He has in-depth experience advising clients at the crossroads of transitions or significant life events. JC often helps coordinate multiple facets of client’s financial lives through holistic estate, tax, and investment planning. As a Certified Plan Fiduciary Advisor, he also assists business owners and corporate boards in structuring institutional retirement plans. JC frequently meets with clients to help ensure their wealth strategy is sound and particularly relishes the close relationships he has developed with TCG clients over the years.

JC joined The Clifford Group with a background in wealth management. He has spent time at both Merrill Lynch and State Street Global Advisors prior to joining the firm.

JC earned his degree in Economics from Trinity College in Hartford, CT. While attending Trinity, he was a member of the Trinity College football team. When not at the office, JC is an avid traveler who has lived in Cape Town, South Africa and been to over 30 countries around the globe. When not travelling, JC resides in Boston, MA. He currently sits on both the Board of Trustees and the Grant Committee for The Parmenter Foundation, a non-profit established for advancing bereavement services and compassionate home/hospice care.