Ryan McCarthy, CFP^®

McCarthy Asset Management

3 Lagoon Dr. Suite 155
Redwood Shores, CA 94065

(650) 610-9540 CONNECT WITH Ryan

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Ryan McCarthy is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at McCarthy Asset Management in Redwood Shores, CA and the surrounding communities.

Financial Advisor Overview

At McCarthy Asset Management, we are an independent, fee-only financial planning and investment advisory firm that has been helping people invest wisely since 1999. Our mission is to help you better understand your financial situation and improve potential outcomes through comprehensive financial and tax planning.

Financial Advisor Experience

I received my bachelor degree from the University of Southern California in 2016, where I studied Business Administration, with a concentration in Finance and Accounting. After graduating, I earned my CPA license and joined PricewaterhouseCoopers, where I specialized in tax compliance, planning and consulting for ultra-high net worth individuals. I joined McCarthy Asset Management in May of 2020. At MAM, I focus on the financial planning, investment management and tax preparation aspects of the firm, as well as connecting and networking with the next generation of individuals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Other - CPA

Broker-Dealer Affiliation

Charles Schwab Corporation

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Personal Taxes