Next Level Wealth Planning, LLC

Kaden Mc Carney is a financial advisor at Next Level Wealth Planning, LLC with a Series 65 designation and one year of industry experience. Prior to joining Next Level Wealth Planning, he worked at the State of Idaho and spent ten years at Sager CPA & Advisors. Next Level Wealth Planning serves individuals and high-net-worth clients, providing ongoing portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental, quantitative, and technical analysis within a modern portfolio theory framework and manages accounts on a discretionary basis.

Jacob McCarney is a CFP® with 21 years of industry experience, currently serving at Next Level Wealth Planning, LLC since 2023. He has worked at McCarney Financial Group, LLC since 2007 and was affiliated with Raymond James Financial from 2007 to 2023. Outside of advising, he is a partner in 3 & 3 Property, LLC, a real estate brokerage venture in Meridian, ID. Next Level Wealth Planning serves individuals and high-net-worth clients, providing portfolio management, financial planning, and consulting services. The firm integrates fundamental, quantitative, and technical analysis within a modern portfolio theory framework and maintains broker-dealer consulting arrangements while managing several hundred client relationships.

Chad Majors is a financial advisor at Next Level Wealth Planning, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Raymond James Financial Services, Inc. from 2005 to 2023, alongside his ongoing role at Majors Financial Group since 2005. Outside of advising, he owns and manages a property rental business operating daily rentals through platforms such as VRBO and Airbnb. Next Level Wealth Planning serves individuals and high-net-worth clients, providing portfolio management, financial planning, and consulting services. The firm combines fundamental, quantitative, and technical analysis within a modern portfolio theory framework and offers discretionary account management along with broker-dealer consulting arrangements.

Michael Aboussie is a CFP® professional with 16 years of industry experience. He is currently with Next Level Wealth Planning, LLC and has previously worked at Raymond James Financial Services, MFA Wealth Management LLC, and Jackson National Life Distributors. Outside of his advisory role, he is the controlling officer of a real estate business. Next Level Wealth Planning serves individual and high-net-worth clients, offering portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental, quantitative, and technical analysis within a modern portfolio theory framework and maintains broker-dealer consulting arrangements with specified custodians.