Stephen Mccarthy

Stephen Mccarthy Email and Phone Number

Owner, McCarthy Asset Management, Inc. @ McCarthy Asset Management, Inc.
redwood shores, california, united states
Stephen Mccarthy's Location
Redwood City, California, United States, United States
Stephen Mccarthy's Contact Details

Stephen Mccarthy work email

Stephen Mccarthy personal email

n/a
About Stephen Mccarthy

Wealth management for individuals and families. Retirement Planning & Educational Planning. Tax Preparation & Tax Planning.Wealth Management: McCarthy Asset Management, Inc. (MAM) creates and manages customized investment portfolios based on each client's investment objectives, time frame, and risk tolerance. Financial Planning: MAM prepares and updates an Net Worth Analysis for clients, as well as a Retirement Analysis that gauges whether a client is on target for a financially-comfortable retirement.Tax Planning & Tax Preparation: These services are performed via Stephen P. McCarthy, CPA.Client Communication: MAM communicates with clients via a Monthly Commentary which discusses the investment environment, any changes in MAM's investment strategies, and various financial planning and tax planning topics that are relevant to clients.

Stephen Mccarthy's Current Company Details
McCarthy Asset Management, Inc.

Mccarthy Asset Management, Inc.

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Owner, McCarthy Asset Management, Inc.
redwood shores, california, united states
Website:
mamportfolios.com
Employees:
4
Stephen Mccarthy Work Experience Details
  • Mccarthy Asset Management, Inc.
    Owner
    Mccarthy Asset Management, Inc. Sep 1999 - Present
    Wealth management for individuals and families.
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  • Stephen P. Mccarthy, Cpa, Cfp®
    Owner
    Stephen P. Mccarthy, Cpa, Cfp® Jul 1986 - Present
    Tax Preparation & Tax Planning primarily for individuals

Stephen Mccarthy Skills

Wealth Management Investments Finance Asset Management Portfolio Management Financial Planning Tax Strategic Financial Planning Management Asset Managment Retirement Planning Investment Advisory Financial Advisory Investment Strategies Alternative Investments Investment Management Financial Analysis Personal Finance Estate Planning Financial Planners Private Equity Hedge Funds High Net Worth Individuals Mutual Funds Series 7 Financial Services Investor Relations Asset Allocation Due Diligence Equities Small Business Real Estate Venture Capital Mergers And Acquisitions Securities Series 63 Valuation Capital Markets Start Ups Retirement Fixed Income Wealth Management Services Financial Modeling Financial Markets M&a Experience Executive Management

Stephen Mccarthy Education Details

Frequently Asked Questions about Stephen Mccarthy

What company does Stephen Mccarthy work for?

Stephen Mccarthy works for Mccarthy Asset Management, Inc.

What is Stephen Mccarthy's role at the current company?

Stephen Mccarthy's current role is Owner, McCarthy Asset Management, Inc..

What is Stephen Mccarthy's email address?

Stephen Mccarthy's email address is st****@****ios.com

What is Stephen Mccarthy's direct phone number?

Stephen Mccarthy's direct phone number is +165057*****

What schools did Stephen Mccarthy attend?

Stephen Mccarthy attended University Of California, Berkeley, Haas School Of Business, University Of California, Davis.

What are some of Stephen Mccarthy's interests?

Stephen Mccarthy has interest in Weightlifting, Music, Investing.

What skills is Stephen Mccarthy known for?

Stephen Mccarthy has skills like Wealth Management, Investments, Finance, Asset Management, Portfolio Management, Financial Planning, Tax, Strategic Financial Planning, Management, Asset Managment, Retirement Planning, Investment Advisory.

Who are Stephen Mccarthy's colleagues?

Stephen Mccarthy's colleagues are Ryan Mccarthy, Cpa, Cfp®.

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