Paramita Roy

Valencia, California

Paramita Roy

Wealth Advisor
Education &
Certifications

Keller Graduate School of Management , MBA

Presidency College. Kolkata. India, BA

About Paramita
Paramita Roy is a Wealth Advisor here at EP Wealth Advisors®. She was born and raised in The City of Joy, Kolkata in India. Paramita moved to the United States at the age of 21, and earned a Masters in Business Administration from Keller Graduate School of Management in 2007. She has been in the Financial Services industry for 13 years, with experience in being a Financial Consultant at ICM, Waddell and Reed, Fidelity Investments and TD Ameritrade prior to joining the EP Family. She is passionate about walking alongside her clients through educating and empowering them through financial advice, ultimately playing a part in helping achieving their lifegoals. Outside of work, she considers cooking and painting to be her true stress busters. Married for 20 years, Paramita lives in Los Angeles with her husband Arup.
Wealth Management Team:

Advisor Partner

  • Work as an advisor team
  • Client advisory support
Michael McGrath

Michael McGrath

Senior Vice President and Partner
MS, CFP®, CLU®

Client Service Associate

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

Brenda Bishop

Client Services Coordinator

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations
Jennifer Li

Jennifer Li

Senior Financial Planner
CFP®, EA, CAP®

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing
Cris Moran

Cris Moran

Senior Portfolio Manager
CFP®, CFA
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