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Senior Vice President Partner @EP Wealth Advisors
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WORK HISTORY
Senior Vice President Partner @EP Wealth Advisors
Los Angeles, CA, US
EP Wealth Advisors is a Financial Planning, Wealth Advisory, and Investment Management firm specializing in the needs of affluent individuals, businesses, and non-profit organizations. Our mission is to understand each client’s unique situation and to develop a customized plan with strategies designed to achieve their specific goals and objectives. Years of client relationships, combined with our highly experienced team of Certified Financial Planners and Chartered Financial Analysts, has enabled our firm to incorporate portfolio management with a personalized wealth plan in order to create and maintain a secure financial future for each of our
EDUCATION
College for Financial Planning
Master of Science (M.S.), Finance, Financial Planning
Pepperdine University
Bachelor of Science (B.S.), Public Relations
ABOUT MICHAEL MCGRATH
Michael McGrath is A Partner and Regional Director at EP Wealth Advisors, a Financial…
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