Steve P. McCarthy, CFP<sup>&reg;</sup> - Financial Advisor

Steve P. McCarthy, CFP®

CPA

Owner

McCarthy Asset Management, Inc

3 Lagoon Dr, Suite 155
Redwood Shores, CA 94065
FINANCIAL ADVISOR'S WEBSITE
(650) 610-9540

General

Steve McCarthy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at McCarthy Asset Management, Inc in Redwood Shores, CA and the surrounding communities.

Financial Advisor Overview

We are focused on helping our clients achieve a financially-secure retirement. McCarthy Asset Management, Inc. differentiates itself from many other wealth managers with our tax expertise which allows us to factor in tax considerations when selecting investments and providing tax advice to our clients.

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Financial Advisor Experience

Steve started his tax practice in 1988. After seeing that many of his tax clients needed help with their managing their investments, he launched McCarthy Asset Management in 1999. Steve has an MBA from the U.C. Berkeley and a Masters in Tax from Golden Gate University.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources