|Steve McCarthy, CPA, CFP®
Steve McCarthy received an MBA from U.C. Berkeley and a Masters in Taxation from Golden Gate University. He is also a certified public accountant (CPA) and Certified Financial Planner (CFP®).
Steve began his tax practice in 1986. He built the business beginning with ten clients the first year to a peak of over 550 clients in 1999. During the years of building the practice, Steve discovered that the best way to ensure business growth was to provide excellent services to existing clients. Satisfied clients frequently referred new clients to the business.
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.
|Alexey Bulankov, CFP®, ChFC®, CLU®, EA
Alexey joined McCarthy Asset Management, Inc. as a Financial Planner and Director of Business Development after he spent over a decade at major brokerage powerhouses including Merrill Lynch, Citigroup and Charles Schwab, where he provided financial advice and guidance to his clients.
He has a passion for converting his knowledge into financial gain for his clients through a comprehensive financial planning process and believes in building solid long- term professional relationships based on thorough understanding of clients’ personal and financial circumstance. He is often quoted in financial meda outlets such as Wall Street Journal, MSN Money, Yahoo!Finance, CNBC.com, MarketWatch and others on the topic of financial planning.
Alexey holds a BA degree in Economics from San Francisco State University, Chartered Financial Consultant and Chartered Life Underwriter designations from The American College, Accredited Asset Management Specialist designation from the College for Financial Planning and a CERTIFIED FINANCIAL PLANNER™ certification, awarded by the CFP Board. In addition he holds series 7 and 66 securities licenses from FINRA, a life insurance license, is enrolled to practice before the IRS and is currently a level II candidate in the CFA program.
In his little spare time Alexey enjoys reading, honing his professional skills, boxing, swimming and spending time with his family and friends.