Ryan McCarthy, CPA, CFP®
An Honest Financial Partner You Can Trust
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Serving Clients Nationwide
An Honest Financial Partner You Can Trust
Areas of Focus
- Financial Life Planning
- High Net Worth
- Investment Management
- Retirement Planning
- Social Security
- Taxes
About Ryan McCarthy, CPA, CFP®
Ryan McCarthy received a bachelor degree from the University of Southern California, where he studied Business Administration, with a concentration in Finance and Accounting.Upon graduating in 2016, Ryan earned his CPA license and joined PwC, where he worked for 3 years, specializing in tax compliance and consulting for high net worth individuals.
Ryan joined McCarthy Asset Management in May of 2020. At MAM, Ryan focuses on the financial planning, investment management and tax preparation aspects of the firm.
In his free time, Ryan loves spending time with his family and friends. Ryan enjoys watching the Warriors and 49ers compete for championships. Ryan also loves to play a variety of sports, including: basketball, soccer, ping-pong, pool, bowling and golf.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Public Accountant (CPA)
Primary Location
3 Lagoon Drive, Suite 155, Redwood Shores CA 94065
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About McCarthy Asset Management, Inc.
Working with a financial advisor should be enjoyable. At McCarthy Asset Management, we’re here to demonstrate our unique and collaborative approach to the financial planning process, which leads to results and a lifelong partnership.We are an independent, fee-only financial planning and investment advisory firm that has been helping people invest wisely since 1999. Our mission is to help you better understand your financial situation and improve potential outcomes through comprehensive financial and tax planning.
We serve clients with investable assets of $1 million+, who are interested in financial planning, investment advice and/or tax consulting. Our mission is to help you better understand your financial situation and improve potential outcomes through comprehensive financial, investment and tax planning.
One of our most important roles is to determine a suitable and appropriate asset allocation strategy by considering your investment time horizon, risk tolerance, objectives and cash flow needs. We invest for the long term and while we ignore the vagaries of short-term stock market fluctuations, we do make appropriate asset allocations adjustments to reflect changes in the investment environment and changes in your objectives.
Please visit our website to see how we can help you manage your money more wisely and achieve your financial goals. If you would like to discuss your specific situation, please click the 'Contact Me' button to send us an email, or click the 'Book Intro Call' button to schedule a 30-minute introductory call.
We promise to be a partner you can trust for intelligent advice, great service and value.
Education
University of Southern California, Bachelor of Business Administration (B.B.A.), Marshall School of Business and Leventhal School of Accounting
Hobbies and Interests
- Basketball
- Bowling
- Family
- Football
- Golf
- Soccer
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Technology Professionals
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