Mike McGinley

Chandler

Mike McGinley

CFP®, AIF®
Vice President/Partner
Education &
Certifications

Certified Financial Planner (CFP®)
Accredited Investment Fiduciary (AIF®)

 

Arizona State University, B.S. Finance 

About Mike
Mike is Vice President and Partner at EP Wealth Advisors, where he is responsible for helping his clients align their finances, investments, and taxes with their life goals. He has worked in the financial services and wealth management industry for over 20 years and earned his Bachelor of Science degree in Finance from Arizona State University in 1999. Prior to EP Wealth Advisors, Mike founded Providus Advisors, a Registered Investment Advisor in Phoenix, Arizona. Before founding Providus Advisors, Mike had served clients as a self-employed investment advisor for eight years as owner of McGinley Financial Advisory.

In 2002, Mike earned his Certified Financial Planner (CFP®) designation. To earn a CFP® designation, one must meet rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness,confidentiality, professionalism and diligence when dealing with clients.

Mike also earned the Accredited Investment Fiduciary (AIF®) designation as well in 2012. An AIF Designee has acquired a thorough knowledge of fiduciary responsibility and can be a resource to investment fiduciaries and individual investors alike. An AIF designation represents that person’s knowledge of a Global Fiduciary Standard of Excellence and their application of the global standard into their own practice.

Michael is an Arizona Native, currently residing in Gilbert. He is an avid reader, loves to play basketball, and is very active in his children’s sports teams. His family loves to travel together. Their favorite place to visit is Carlsbad, California for the great weather and family friendly atmosphere.
Wealth Management Team:

Client Relationship Associate

-Help with account maintenance and balances

-Help with wire transfers and money movement

Ryan Kuhn-2

Ryan Kuhn

Client Relationship Associate

Business Operations Manager

-Help with front desk reception/client service

-Help with office maintenance 

Mineko Murai-2

Mineko Murai

Business Operations Manager

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing
TAKACS_GEN-4322

Geniffer Takacs

Portfolio Manager
CFA

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations
Linda_Ginder5778

Linda Ginder

Financial Planner
CFP®, EA
connect with Mike