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Financial Planner

McCarthy Asset Management Inc.,

Financial Advisor
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Areas of Expertise

  • CA, United States
  • English, Russian

About

Alexey Bulankov is a financial adviser and planner, with expertise in financial markets, private banking and investment products>During his career he worked for full service and discount brokerages, banks and independent firm. He is a CERTIFIED FINANCAIL PLANNER (TM), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), an Accredited Asset Management Specialist (AAMS), Certified Financial Manager (CFM), Enrolled to practice before the IRS. Alexey was quoted on CNBC.com, Yahoo Finance, Mainstreet.com and other mainstream media.

Experience

McCarthy Asset Management Inc,

Vice President Financial Consultant at Charles Schwab Private Client Group 2004-2010
Financial Executive at Citigroup 2002-2004
Financial Advisor at Merrill Lynch 1999-2002

Education

College for Financial Planning
The American College
San Francisco State University
CFA Institute

Past Conversations