Michael McGrath

Michael McGrath, MS, CFP, CLU, serves as the Senior Vice President and Partner at EP Wealth Advisors since August 2009, where the focus is on financial planning, wealth advisory, and investment management for affluent individuals, businesses, and non-profit organizations. Prior experience includes a role as a Financial Consultant at Charles Schwab from 2004 to 2009, recognized as a member of the Chairman's Club in 2007, and earlier positions as a Financial Planner with John Hancock Financial Services and Owner of McGrath Associates, specializing in public relations. Michael holds a Master's degree in Finance with a focus on Financial Planning from the College for Financial Planning and a Bachelor's degree in Public Relations from Pepperdine University.