Andrea Grumley, CFP®

California State Icon Walnut Creek, California
Senior Financial Planner
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About Andrea

Andrea Grumley 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’s key advice to clients is “plan your finances—finance your plan.” Dedicated to understanding the rules of the wealth management game so she can help her clients, friends and family live their best financial lives, 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.

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University of California San Diego, B.S., Cum Laude, Mechanical Engineering

How can Andrea help?


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