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Steve McCarthy
McCarthy Asset Management, Inc.
http://https://www.mamportfolios.com/
Steve McCarthy
Location:Redwood Shores, CA, 94065
Experience:20+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $500,000
Credentials/Education: CPA: Certified Public Accountant
CFP: Certified Financial Planner
MBA: Master of Business Administration
Fee structure(s):Fee only
Services offered:Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
Practice and Approach
We are an independent, fee-only investment advisory firm that has been helping people invest wisely since 1999. Our mission is to help you better understand and improve your financial situation.

We offer comprehensive financial planning, tax preparation, investment management, equity compensation planning, retirement planning and estate planning.

We promise to be a partner you can trust for intelligent advice, great service and value.
Please read the terms and conditions of the service before continuing.
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