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.
Ryan McCarthy, CFP®, CPA® Financial Planner and Tax Accountant
Ryan received a bachelor degree from the University of Southern California, where he studied Business Administration, with a concentration in Finance and Accounting. Upon graduating in 2016, Ryan earned his CPA license and joined PwC, where he worked for 3 years, specializing in tax compliance and consulting for high net worth individuals. Ryan joined McCarthy Asset Management in May of 2020. At MAM, Ryan focuses on the financial planning, investment management and tax preparation aspects of the firm.
In his free time, Ryan loves spending time with his family and friends. Ryan enjoys watching the Warriors and 49ers compete for championships. Ryan also loves to play a variety of sports, including: basketball, soccer, ping-pong, pool, bowling and golf.
Anthony Bertolacci, EA Director of Compliance, Tax Accountant
Anthony is licensed and federally authorized with the Department of the Treasury as an Enrolled Agent. He specializes in Tax Preparation and also holds the distinction as the Director of Compliance. Anthony enjoys all sports but has been coaching baseball in the San Carlos Pony League (13 & 14 year old boys) since 1998. 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, PACE Executive Assistant
Marilyn began her career in the financial services industry in 1998. Previously, she worked at firms such as Salomon Smith Barney (now part of Morgan Stanley) and a private Bay Area investment advisory firm before joining McCarthy Asset Management, Inc. in 2005. She brings with her strengths in financial procedures along with exceptional client service.
In her spare time she enjoys traveling & spending time with her family and two dogs.