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Michael Mcgrath, Ms, Cfp, Clu Email & Phone Number

Vice President at EP Wealth Advisors at EP Wealth Advisors

Location: Los Angeles County, California, United States 6 work roles 2 schools

1 work email found @epwealth.com 5 phones found area 661 LinkedIn matched

✓ Verified Jul 2026 4 data sources Profile completeness 100%

Current company

EP Wealth Advisors

Role

Vice President at EP Wealth Advisors

Location

Los Angeles County, California, United States

Company size

138 employees

Who is Michael Mcgrath, Ms, Cfp, Clu? Overview

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Quick answer

Michael Mcgrath, Ms, Cfp, Clu is listed as Vice President at EP Wealth Advisors at EP Wealth Advisors, a with 138 employees, based in Los Angeles County, California, United States. AeroLeads shows a work email signal at epwealth.com, phone signal with area code 661, and a matched LinkedIn profile for Michael Mcgrath, Ms, Cfp, Clu.

Michael Mcgrath, Ms, Cfp, Clu previously worked as Senior Vice President / Partner at Ep Wealth Advisors and Financial Consultant at Charles Schwab. Michael Mcgrath, Ms, Cfp, Clu holds Master Of Science (M.S.), Finance, Financial Planning from College For Financial Planning.

Company email context

Email format at EP Wealth Advisors

This section adds company-level context without repeating Michael Mcgrath, Ms, Cfp, Clu's masked contact details.

*@epwealth.com

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AeroLeads found 1 current-domain work email signal for Michael Mcgrath, Ms, Cfp, Clu. Compare company email patterns before reaching out.

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Profile bio

About Michael Mcgrath, Ms, Cfp, Clu

Michael McGrath is A Partner and Regional Director at EP Wealth Advisors, a Financial Planning, Wealth Advisory, and Investment Management firm in Los Angeles. Mr. McGrath graduated from Pepperdine University in 1994 and consequently earned his Masters of Science in Finance with an emphasis in Financial Planning from The College for Financial Planning in 2006. He has been in the financial services business since 1995. Prior to joining EP Wealth Advisors, Michael was an award winning consultant with Charles Schwab & Company.Active in the community of Santa Clarita, Mr. McGrath has served as an elected member of the Newhall School District Board of Trustees. Michael and his wife, Shelley, have been married since 1992 and have five children, Garrett, Brody, Alleah, Collette, and Griffin.Specialties:Wealth AdvisoryInvestment ManagementHolistic Financial PlanningAsset AllocationPortfolio ManagementFinancial Analysis

Listed skills include Wealth Management, Investments, Asset Allocation, Financial Advisory, and 16 others.

Current workplace

Michael Mcgrath, Ms, Cfp, Clu's current company

Company context helps verify the profile and gives searchers a useful next step.

Ep Wealth Advisors

Vice President at EP Wealth Advisors

torrance, california, united states

Website

epwealth.com

Employees

138

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Company profile

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6 roles · 23 years

Michael Mcgrath, Ms, Cfp, Clu work experience

A career timeline built from the work history available for this profile.

Senior Vice President / Partner

Current

Ep Wealth Advisors

Greater Los Angeles Area

EP Wealth Advisors is a Financial Planning, Wealth Advisory, and Investment Management firm specializing in the needs of affluent individuals, businesses, and non-profit organizations. Our mission is to understand each client’s unique situation and to develop a customized plan with strategies designed to achieve their specific goals and objectives. Years of client relationships, combined with our highly experienced team of Certified Financial Planners and Chartered Financial Analysts, has enabled our firm to incorporate portfolio management with a personalized wealth plan in order to create and maintain a secure financial future for each of our clients.http://www.epwealth.com

Aug 2009 - Present

Financial Consultant

Charles Schwab

As an award winning Financial Consultant at Charles Schwab & Company, I gave investment advice and was also a member of the Chairman's Club in 2007.

2004 - 2009 ~5 yrs

Financial Planner

John Hancock Financial Services

Santa Clarita California

Oct 1997 - Mar 2004

Public Relations

Carl Terzian Associates

Greater Los Angeles Area

Jan 1996 - Oct 1997

Insurance Representitive

Horace Mann

Greater Denver Area

Jan 1995 - Dec 1996

Owner

Mcgrath Associates

Santa Clarita

Public relations.

Apr 1990 - Oct 1994

Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at epwealth.com. View company contacts for 138 employees →

AP

Alexander Pock Colleague at Ep Wealth AdvisorsSan Luis Obispo, California, United States View → JS

Jennifer Schmidt Colleague at Ep Wealth AdvisorsUnited States View → AV

Anna Vo Colleague at Ep Wealth AdvisorsOrange County, California, United States View → GB

Gena Bowman Colleague at Ep Wealth AdvisorsSandy, Utah, United States View → PL

Pamela Lemire Colleague at Ep Wealth AdvisorsMount Vernon, Washington, United States View → AT

Andy Thomas, Cpa, Cfp® Colleague at Ep Wealth AdvisorsDenver, Colorado, United States View → SK

Stephen Knadle, Cfa Colleague at Ep Wealth AdvisorsManhattan Beach, California, United States View → AB

Ashley Bown Colleague at Ep Wealth AdvisorsBoston, Massachusetts, United States View → BM

Brian Mulvey Colleague at Ep Wealth AdvisorsWestwood, Massachusetts, United States View → JM

Jonathon Matson, Crps® Colleague at Ep Wealth AdvisorsPhoenix, Arizona, United States View →

2 education records

Michael Mcgrath, Ms, Cfp, Clu education

Master Of Science (M.S.), Finance, Financial Planning

College For Financial Planning

Bachelor Of Science (B.S.), Public Relations

Pepperdine University

FAQ

Frequently asked questions about Michael Mcgrath, Ms, Cfp, Clu

Quick answers generated from the profile data available on this page.

What company does Michael Mcgrath, Ms, Cfp, Clu work for?

Michael Mcgrath, Ms, Cfp, Clu works for EP Wealth Advisors.

What is Michael Mcgrath, Ms, Cfp, Clu's role at EP Wealth Advisors?

Michael Mcgrath, Ms, Cfp, Clu is listed as Vice President at EP Wealth Advisors at EP Wealth Advisors.

What is Michael Mcgrath, Ms, Cfp, Clu's email address?

AeroLeads has found 1 work email signal at @epwealth.com for Michael Mcgrath, Ms, Cfp, Clu at EP Wealth Advisors.

What is Michael Mcgrath, Ms, Cfp, Clu's phone number?

AeroLeads has found 5 phone signal(s) with area code 661 for Michael Mcgrath, Ms, Cfp, Clu at EP Wealth Advisors.

Where is Michael Mcgrath, Ms, Cfp, Clu based?

Michael Mcgrath, Ms, Cfp, Clu is based in Los Angeles County, California, United States while working with EP Wealth Advisors.

What companies has Michael Mcgrath, Ms, Cfp, Clu worked for?

Michael Mcgrath, Ms, Cfp, Clu has worked for Ep Wealth Advisors, Charles Schwab, John Hancock Financial Services, Carl Terzian Associates, and Horace Mann.

Who are Michael Mcgrath, Ms, Cfp, Clu's colleagues at EP Wealth Advisors?

Michael Mcgrath, Ms, Cfp, Clu's colleagues at EP Wealth Advisors include Alexander Pock, Jennifer Schmidt, Anna Vo, Gena Bowman, and Pamela Lemire.

How can I contact Michael Mcgrath, Ms, Cfp, Clu?

You can use AeroLeads to view verified contact signals for Michael Mcgrath, Ms, Cfp, Clu at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Michael Mcgrath, Ms, Cfp, Clu attend?

Michael Mcgrath, Ms, Cfp, Clu holds Master Of Science (M.S.), Finance, Financial Planning from College For Financial Planning.

What skills is Michael Mcgrath, Ms, Cfp, Clu known for?

Michael Mcgrath, Ms, Cfp, Clu is listed with skills including Wealth Management, Investments, Asset Allocation, Financial Advisory, Financial Planning, Strategic Financial Planning, Finance, and Financial Services.

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