Michael McGrath Email & Phone Number

Senior Vice President and Partner @ EP Wealth Advisors

5 free lookup(s).

Michael McGrath Location

California, United States

Michael McGrath Work

2009 - now Senior Vice President and Partner @ EP Wealth Advisors
2004 - 2009 Financial Consultant @ Charles Schwab
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1997 - 2004 Financial Planner @ John Hancock Financial Services
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1996 - 1997 Public Relations @ Carl Terzian Associates
1995 - 1996 Insurance Representitive @ Horace Mann
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1990 - 1994 Owner @ McGrath Associates

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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

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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 1 mobile phone numbers on RocketReach.

Michael McGrath Emails

Found 2 emails

Michael McGrath Phone Numbers

Found 4 phone numbers

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Senior Vice President and Partner at EP Wealth Advisors

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