Michael McGrath Email & Phone Number
Senior Vice President and Partner @ EP Wealth Advisors
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Michael McGrath Location
- California, United States
Michael McGrath Work
- 2009 -now Senior Vice President and Partner @
- 2004 -2009 Financial Consultant @
- 1997 -2004 Financial Planner @
- 1996 -1997 Public Relations @
- 1995 -1996 Insurance Representitive @
- 1990 -1994 Owner @ McGrath Associates
Michael McGrath Education
- College for Financial Planning
Master of Science (M.S.) (Finance, Financial Planning)
2005-2006 - Pepperdine University
Bachelor of Science (B.S.) (Public Relations)
1990-1994
Michael McGrath Skills
- Valuation
- Corporate Communications
- Strategic Planning
- Portfolio Management
- Financial Advisory
- Strategic Financial Planning
- Personal Finance
- Series 63
- Investments
- Financial Planners
- Finance
- Investment Management
- Asset Allocation
- Financial Analysis
- Insurance
- CRM
- Wealth
- Financial Services
- Wealth Management
- Financial Planning
- Investment Advisory
- Mutual Funds
- Series 7
Michael McGrath Summary
- Michael McGrath, based in California, United States, is currently a Senior Vice President and Partner at EP Wealth Advisors. Michael McGrath brings experience from previous roles at Charles Schwab, John Hancock Financial Services, Carl Terzian Associates and Horace Mann. Michael McGrath holds a 2005 - 2006 Master of Science (M.S.) in Finance, Financial Planning @ College for Financial Planning. With a robust skill set that includes Valuation, Corporate Communications, Strategic Planning, Portfolio Management, Financial Advisory and more. Michael McGrath has 2 emails and 2 mobile phone numbers on RocketReach.
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