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Steve P. McCarthy, CFP®, CPA

McCarthy Asset Management, Inc

3 Lagoon Dr
Suite 155
Redwood Shores, CA 94065-5156
Phone: (650) 610-9540
Fax: (650) 610-9541

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Insurance
  • Retirement
  • Long-term Care
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.