McCarthy Asset Management

Specialties

Providing top-​notch Redwood City, CA Financial Services is no simple task, but at McCarthy Asset Management Inc, we deliver insightful information and advice. We always remain accessible to hear your goals and concerns.

Meet the Business Owner

Steve M.

Business Owner

Steve McCarthy received an MBA from U.C. Berkeley and a Masters in Taxation from Golden Gate University. He is also a certified public accountant (CPA) and certified financial planner (CFP).

Steve began his tax practice in 1986. He built the business beginning with ten clients the first year to a peak of over 550 clients in 1999. During the years of building the practice, Steve discovered that the best way to ensure business growth was to provide excellent services to existing clients. Satisfied clients frequently referred new clients to the business.

Steve’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 environme