Craig McGrath Email & Phone Number
Financial Advisor @ BMO Wealth Management - U.S.
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Craig McGrath Location
- Los Angeles, CA, US
Craig McGrath Work
- Financial Advisor @ (June 2023 - Present)
- Financial Advisor @ (January 2022 - Present)
- Financial Advisor @ (June 2021 - January 2022)
- Wealth Management Advisor @ (December 2020 - June 2021)
- Financial Advisor @ (November 2018 - December 2020)
- Financial Advisor @ (October 2016 - November 2018)
- Hospital Corpsman @ U.S. Navy (September 2008 - June 2015)
Craig McGrath Education
- Juan Rodreguiez Cabrillo
High School Diploma/GED
2003-2008 - Planner DAO
Certified Digital Asset Advisor
2021
Craig McGrath Skills
- Biking
- Wealth Planning for Families and Endowments
- College Savings Strategies
- Education Planning
- Financial Education
- Sailing and Yacht Racing
- Business Retirement Plans
- Behavioral Finance
- Asset Management
- Capital Markets
- Financial Strategy Development
- Business Planning Practice Management Consulting
- Collaberative Problem Solving
- Financial Problem Solver
- Family Estate Financial Guidance
- Goals Based Weatlh Management
- Investment Management
- Financial Advisory Services
- Auto Enthusiast
Craig McGrath Summary
- Craig McGrath, based in Los Angeles, CA, US, is currently a Financial Advisor at BMO Wealth Management - U.S.. Craig McGrath brings experience from previous roles at Bank of the West, Vanguard, Independent Financial Group, LLC and Merrill Lynch Wealth Management. Craig McGrath holds a 2003 - 2008 High School Diploma/GED @ Juan Rodreguiez Cabrillo. With a robust skill set that includes Biking, Wealth Planning for Families and Endowments, College Savings Strategies, Education Planning, Financial Education and more. Craig McGrath has 2 emails and 1 mobile phone numbers on RocketReach.
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