Sep 1999 - Present
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Stephen Mccarthy Email & Phone Number
Owner, McCarthy Asset Management, Inc.
at
McCarthy Asset Management, Inc.
1 work email found
@mamportfolios.com
4 phones found area 650
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Owner, McCarthy Asset Management, Inc.
Location
Redwood City, California, United States
Company size
Who is Stephen Mccarthy? Overview
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Quick answer
Stephen Mccarthy is listed as Owner, McCarthy Asset Management, Inc. at McCarthy Asset Management, Inc., a with 4 employees, based in Redwood City, California, United States. AeroLeads shows a work email signal at mamportfolios.com, phone signal with area code 650, and a matched LinkedIn profile for Stephen Mccarthy.
Stephen Mccarthy previously worked as Owner at Mccarthy Asset Management, Inc. and Owner at Stephen P. Mccarthy, Cpa, Cfp®. Stephen Mccarthy holds Mba, Finance from University Of California, Berkeley, Haas School Of Business.
Company email context
Email format at McCarthy Asset Management, Inc.
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*@mamportfolios.com
71% confidence
AeroLeads found 1 current-domain work email signal for Stephen Mccarthy. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Wealth Management, Investments, Finance, Asset Management, and 42 others.
Current workplace
Stephen Mccarthy's current company
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Mccarthy Asset Management, Inc.
2 roles
Stephen Mccarthy work experience
A career timeline built from the work history available for this profile.
Owner
Current
Stephen P. Mccarthy, Cpa, Cfp®
Tax Preparation & Tax Planning primarily for individuals
Jul 1986 - Present
2 education records
Stephen Mccarthy education
B.S., Agric. Economics
FAQ
Frequently asked questions about Stephen Mccarthy
Quick answers generated from the profile data available on this page.
What company does Stephen Mccarthy work for?
Stephen Mccarthy works for McCarthy Asset Management, Inc..
What is Stephen Mccarthy's role at McCarthy Asset Management, Inc.?
Stephen Mccarthy is listed as Owner, McCarthy Asset Management, Inc. at McCarthy Asset Management, Inc..
What is Stephen Mccarthy's email address?
AeroLeads has found 1 work email signal at @mamportfolios.com for Stephen Mccarthy at McCarthy Asset Management, Inc..
What is Stephen Mccarthy's phone number?
AeroLeads has found 4 phone signal(s) with area code 650 for Stephen Mccarthy at McCarthy Asset Management, Inc..
Where is Stephen Mccarthy based?
Stephen Mccarthy is based in Redwood City, California, United States while working with McCarthy Asset Management, Inc..
What companies has Stephen Mccarthy worked for?
Stephen Mccarthy has worked for Mccarthy Asset Management, Inc. and Stephen P. Mccarthy, Cpa, Cfp®.
Who are Stephen Mccarthy's colleagues at McCarthy Asset Management, Inc.?
Stephen Mccarthy's colleagues at McCarthy Asset Management, Inc. include Ryan Mccarthy, Cpa, Cfp®.
How can I contact Stephen Mccarthy?
You can use AeroLeads to view verified contact signals for Stephen Mccarthy at McCarthy Asset Management, Inc., including work email, phone, and LinkedIn data when available.
What schools did Stephen Mccarthy attend?
Stephen Mccarthy holds Mba, Finance from University Of California, Berkeley, Haas School Of Business.
What skills is Stephen Mccarthy known for?
Stephen Mccarthy is listed with skills including Wealth Management, Investments, Finance, Asset Management, Portfolio Management, Financial Planning, Tax, and Strategic Financial Planning.
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