Alexey Bulankov

Alexey Bulankov

CFP®, EA, AAMS, ChFC, CLU
  • About Alexey
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Financial Advisor, Director of Business Development at McCarthy Asset Management, Inc.
Address
Three Lagoon Drive, Suite 155
Redwood Shores CA, 94065
Phone
(650) 610-9542
Follow

About Alexey

I have over 15 years investment experience and top industry credentials.

McCarthy Asset Management, Inc. is a CPA-based wealth management boutique. We offer our clients Investment Management, Financial Planning and Tax Advisory Services. While our services are best suited for clients with $500,000 plus in investable assets, we may be willing to waive this minimum for the right type of relationship.

Education

  • BA, Economics, International Relations, San Francisco State University
  • Chartered Financial Consultant, Chartered Life Underwriter , The American College
  • AAMS, Accredited Asset Management Specialist, College for Financial Planning

Certifications

Registrations
Designations
?
Insurance License
  • CA: #0D16362

Tips from Alexey

Alexey's videos

  • Can you talk about the conflicts of interest that occur at larger firms?
  • Do clients work directly with you?
  • How did you get into financial advising?

Typical Clients & Fee Structure

Typical Clients

Engineers/scientists
People near retirement
Sudden wealth

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.