Andrea Grumley, CFP®
Senior Financial Planner
Andrea’s key advice to clients is “plan your finances—finance your plan.” She is dedicated to understanding the rules of wealth management so she can help her clients, friends, and family live their best financial lives.
Andrea has focused on financial planning since 2018. She joined EP Wealth Advisors in 2021 after serving as a financial planning associate at Homewood Capital Management.
Andrea is a graduate of the University of California San Diego, earning a B.S., Cum Laude, in Mechanical Engineering. Andrea earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) accreditation in 2022.
In her downtime, Andrea enjoys relaxing with friends, attending the theater and concerts, and doing just about anything outdoors. Above all, she loves spending time with her two daughters, with whom she goes camping, travels to explore new places and supports them in their activities. As co-leader of a high school Girl Scout troop, Andrea helps guide her Scouts through camping adventures, cookie-selling goals, and a variety of volunteer efforts to help others in their community.
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.