Michael McGrath
MS, CFP®, CLU®
EP Wealth Advisors
Senior Vice President and Partner
Michael McGrath
MS, CFP®, CLU®
EP Wealth Advisors
Senior Vice President and Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Michael McGrath, MS, CFP®, CLU®
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Michael McGrath, MS, CFP®, CLU® is a Vice President with EP Wealth Advisors. Mr. McGrath graduated from Pepperdine University in 1994 and subsequently 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 1998. Prior to joining EP Wealth Advisors, Michael was a consultant with Charles Schwab & Company where he was acknowledged with the Chairman’s Club award in 2007. The Chairman’s Club is an award given by Charles Schwab & Company each year to their top Financial Consultants in the country. Active in the community of Santa Clarita where he lives, Mr. McGrath has served as an elected member of the Newhall School District Board of Trustees. He has also been a member of the adjunct faculty at The Master’s College in Newhall, CA.. Michael and his wife, Shelley, have been married since 1992 and have five children, Garrett, Brody, Alleah, Collette, and Griffin.
Michael McGrath is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Michael McGrath is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Michael McGrath is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Michael McGrath is a Chartered Life Underwriter® (CLU®)A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
-
Michael McGrath is Quoted in Investor's Business Daily: "To Turn Prospects Into Clients, Prepare To Ace Your First Meeting"
-
EP Wealth - Awards and Recognition
-
Free Resources From EP Wealth Advisors
-
Michael McGrath is Quoted in Forbes: "Insurance Checklist For College Students And Their Parents"
-
EP Wealth Advisors is Named to Financial Planning Magazine's RIA Leaders 2020: High Touch, High Tech
Contact Michael McGrath
Office Locations:
-
27441 Tourney Rd
#260
Valencia, CA 91355 -
8081 Shaffer Parkway
Suite 4
Littleton, CO 80127 -
18301 Von Karman Ave.
Suite 410
Irvine, CA 92612 -
250 Lafayette Circle
Suite 203
Lafayette, CA 94549
