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Who We Are


Steve McCarthy, CFP®CPA
Owner and Principal
 
 
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 environment (the bear market started in March of 2000), McCarthy Asset Management, Inc. has been successful in attracting a significant number of assets. Steve attributes part of the initial success to the fact that his long-time tax clients were aware of Steve's investment knowledge and skills through a tax and financial planning newsletter that he had written for many years.

Steve enjoys spending time with his wife Joanie and two sons, Kevin & Ryan.


Lauree Murphy, CFP®, EA
Financial Planner and Tax Specialist

Lauree is a CERTIFIED FINANCIAL PLANNER as well as an Enrolled Agent. Helping people make financial decisions that positively affect their lives is her favorite part of the job. Lauree also prepares tax returns and has a strong accounting background.

She grew up in Massachusetts but has lived in California for over 30 years. She is married with two grown sons. She enjoys outdoor activities, especially hiking the many beautiful coastal trails. She likes reading, gardening, and trying new recipes.


Anthony Bertolacci, RTRP
Director of Compliance, Tax Accountant

 

Anthony is licensed and federally authorized with the Department of the Treasury as an Enrolled Agent.  He enjoys all sports but has been coaching baseball in the San Carlos Pony League (13 & 14 year old boys) for the past 15 years.  One of his passions is cooking, especially making homemade Italian dishes.  He recently traveled to Italy, with his family, to enjoy the culture, scenery and especially the food.

Anthony enjoyed watching his San Francisco Giants win multiple World Series with his wife Laura and three kids; Anthony, Olivia and Isabella. 


Marilyn Blancarte
Executive Assistant
 
Marilyn received an Associate of Arts degree from the College of San Mateo. She has worked in the financial industry since 1998. Her experience includes an Executive Assistant position held at a private investment advisory firm managing close to $1 billion in assets. She began her financial industry career working for Smith Barney as the Assistant to the Operations Manager. Marilyn joined the MAM team in 2005 as the Executive Assistant to Steve McCarthy. She enjoys helping clients with any administrative needs they may have, as well as assisting Steve with numerous projects and daily tasks. She has established professional relationships with several clients throughout the years. She is always ready and able to assist you with any concerns or questions you may have. In her spare time she enjoys yoga, the outdoors and spending time with her beloved Chihuahua.



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