Valencia, California

Michael McGrath

MS, CFP®, CLU®
Senior Vice President and Partner
Education &
Certifications

Certified Financial Planner (CFP®)
Chartered Life Underwriter (CLU®)

Pepperdine University, B.A., Public Relations
College for Financial Planning, M.S., Financial Planning

Financial Tip

Invest on purpose. Successful people don't invest with an index in mind, but with their core values and goals in mind. There is a purposeful destination to their work, saving, protecting and investing. This is first grounded and then articulated in their financial plan. The portfolio is then conscripted to serve that plan. Being a partner with clients in that life affirming work is deeply meaningful for all involved if we approach it in this manner."

About Michael
Michael McGrath, MS, CFP®, CLU® is a Vice President with EP Wealth Advisors. Mr. McGrath graduated from Pepperdine University in 1994 and subsequently earned his Masters of Science in Finance with an emphasis in Financial Planning from The College for Financial Planning in 2006. He has been in the financial services business since 1998. 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. Active in the community of Santa Clarita where he lives, Mr. McGrath 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.
Michael's Wealth Management Team:

Advisor Partner

  • Work as an advisor team
  • Client advisory support

Patrick Kinney

Vice President

Client Service Associate

  • Help with account maintenance and balances
  • Help with wire transfers, and money movement

Brenda Bishop

Client Services Coordinator

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations

Jennifer Li

Senior Financial Planner
CFP®, EA, CAP®

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing

Cris Moran

Senior Portfolio Manager
CFP®, CFA
Latest Posts by Mike McGrath, MS, CFP®, CLU®
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Our Team