Mike McGrath, CFP®, CLU®, CAP®

Senior Vice President, Advisor, Partner

Valencia, California

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As a Regional Director and Partner at EP Wealth Advisors, Mike is focused on trying to help his clients achieve their personal financial goals.
Prior to joining EP Wealth Advisors, Michael was a consultant with Charles Schwab & Company where he was acknowledged with the Chairman’s Club award in 2007. The Chairman’s Club is an award given by Charles Schwab & Company each year to their top Financial Consultants in the country.
Mike graduated from Pepperdine University in 1994 and subsequently earned his M.S. in Finance with an emphasis in Financial Planning from The College for Financial Planning in 2006. He holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter designations.
Active in the community of Santa Clarita where he lives, Mike has served as an elected member of the Newhall School District Board of Trustees. He has also been a member of the adjunct faculty at The Master’s College in Newhall, CA. Michael and his wife, Shelley, have been married since 1992 and have five children, Garrett, Brody, Alleah, Collette, and Griffin.