Steve McCarthy CFP®, CPA®
An Honest Financial Partner You Can Trust
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McCarthy Asset Management, Inc.
Steve McCarthy CFP®, CPA®
Redwood City, CA
Serving Clients Nationwide
An Honest Financial Partner You Can Trust
0 out of 5 Stars
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Areas of Focus
- Financial Life Planning
- High Net Worth
- Investment Management
- Retirement Planning
- Social Security
- Taxes
About Steve McCarthy CFP®, CPA®
Steve McCarthy's professional passion has always been investments. As a California CPA®, Steve was precluded from managing investments until the California State Board of Accountancy revised its rules in 1999 to allow CPAs to earn commissions. As Steve entered the business, he chose the fee-only model, using Charles Schwab as the custodian of his clients' assets.Despite launching McCarthy Asset Management during a difficult investment environment (the bear market started in March of 2000), McCarthy Asset Management, Inc. has been successful in attracting a significant number of assets. Steve attributes part of the initial success to the fact that his long-time tax clients were aware of Steve's investment knowledge and skills through a tax and financial planning newsletter that he had written for many years.
Steve enjoys spending time with his wife Joanie and two sons, Kevin & Ryan.
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
- Family
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
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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