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.