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@epwealth.com
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5 phones found area 661
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LinkedIn matched
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Michael Mcgrath, Ms, Cfp, Clu is listed as Vice President at EP Wealth Advisors at EP Wealth Advisors, a company 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.
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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.
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.
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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.
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.
Santa Clarita
Public relations.
Other employees you can reach at epwealth.com. View company contacts for 138 employees →
Michael C. Goldman, Ma, Cfp®
Colleague at Ep Wealth Advisors
Portland, Maine, United States, United States
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JM
John Madden
Colleague at Ep Wealth Advisors
Berkeley, California, United States, United States
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EG
Eric Gabriel
Colleague at Ep Wealth Advisors
Los Angeles, California, United States, United States
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CH
Cristin H. Rigg, Cfp®, Cdfa
Colleague at Ep Wealth Advisors
Los Angeles Metropolitan Area, United States
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PL
Pamela Lemire
Colleague at Ep Wealth Advisors
Mount Vernon, Washington, United States, United States
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JO
Julie O’Rourke, Mba, Cfp®
Colleague at Ep Wealth Advisors
San Francisco Bay Area, United States
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RD
Rich Derafelo, Cfp®
Colleague at Ep Wealth Advisors
West Chester, Pennsylvania, United States, United States
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CB
Chuck Bautista, Cfp®, Chfc®
Colleague at Ep Wealth Advisors
Littleton, Colorado, United States, United States
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KM
Kyle Mugica
Colleague at Ep Wealth Advisors
Los Angeles Metropolitan Area, United States
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AN
Alina Narr, Cfp®, Ea
Colleague at Ep Wealth Advisors
Carson, California, United States, United States
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Quick answers generated from the profile data available on this page.
Michael Mcgrath, Ms, Cfp, Clu works for EP Wealth Advisors.
Michael Mcgrath, Ms, Cfp, Clu is listed as Vice President at EP Wealth Advisors at EP Wealth Advisors.
AeroLeads has found 1 work email signal at @epwealth.com for Michael Mcgrath, Ms, Cfp, Clu at EP Wealth Advisors.
AeroLeads has found 5 phone signal(s) with area code 661 for Michael Mcgrath, Ms, Cfp, Clu at EP Wealth Advisors.
Michael Mcgrath, Ms, Cfp, Clu is based in Los Angeles County, California, United States while working with EP Wealth Advisors.
Michael Mcgrath, Ms, Cfp, Clu has worked for Ep Wealth Advisors, Charles Schwab, John Hancock Financial Services, Carl Terzian Associates, and Horace Mann.
Michael Mcgrath, Ms, Cfp, Clu's colleagues at EP Wealth Advisors include Michael C. Goldman, Ma, Cfp®, John Madden, Eric Gabriel, Cristin H. Rigg, Cfp®, Cdfa, and Pamela Lemire.
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.
Michael Mcgrath, Ms, Cfp, Clu holds Master Of Science (M.S.), Finance, Financial Planning from College For Financial Planning.
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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