Mike McGrath, CFP®, CLU®, CAP®

Senior Vice President, Advisor, Partner

Valencia, California

Contact Mike

Mike helps clients pursue personal financial goals with coordinated planning and investment guidance. He serves families, professionals, and business owners with practical, tax-aware strategies.
Before joining EP Wealth, Mike held consulting roles at national financial services firms. He earned a B.A. from Pepperdine University and an M.S. in Finance from The College for Financial Planning. He holds the CFP®, CLU®, and CAP® designations.
Mike’s approach is disciplined, collaborative, and education-forward. He simplifies complex choices and builds actionable plans aligned with priorities and timelines.
Active in Santa Clarita, Mike has served in local education leadership and higher education roles. He and his wife, Shelley, have five children.