Equity Shield is dedicated to helping investors grow and protect their hard earned money. Our no-nonsense approach to retirement planning has helped thousands of families in San Diego county to reach their financial goals.

Steven R. McCarty has been in the estate planning and financial services industry since 1989, and he has helped hundreds of clients grow and protect their money, while avoiding any unnecessary taxes.  In addition to his role at Equity Shield Financial, Steve currently serves as Chairman of the National Ethics Bureau, advocates for professional ethics and consumer protection in financial services. His column, “Ethics in Action” is published each month in three national trade magazines and he is a frequent speaker to the industry on how to apply best practices for greater professional and personal success.  Steve also co-hosts “The San Diego Money Show with Jeff and Steve”, a talk-radio program where he adds a unique blend of humor and real bottom-line insight to the serious investing concerns of retirees and those nearing retirement. Steve and his wife Laura, along with their dog Bebe live in North County, San Diego.