financial Advocates
The Advocates

Michael W. McGrath

Mr. McGrath is a Partner with Financial Advocates LLP (FA LLP). Prior to forming FA LLP, Mr. McGrath was a Managing Director in the Personal Financial Planning Practice for KPMG LLP in its Orange County office. Mr. McGrath worked in his capacity as Managing Director while overseeing the Orange County Practice headed up by the National Partner in Charge of Personal Financial Planning for KPMG.

Mr. McGrath specializes in the tax consulting and financial planning of closely held businesses, executives, and entrepreneurs. Mr. McGrath’s clients included many of the successful and widely recognized founders of the Orange County business community.

Mr. McGrath’s involvement in tax consulting and financial planning is varied in attending to the tax issues for Limited Liability Companies, Partnerships and Closely Held Corporations as well as extensive experience in estate, succession planning and knowledge about financial advisory services.

Mr. McGrath is a Certified Public Accountant (CPA) and holds a Bachelor of Business Economics degree from the University of California at Santa Barbara. He has also earned his Masters in Business Taxation from Golden Gate University. He is a member of the American Institute of Certified Public Accountants and the California Society of Public Accountants.

James E. Pickett, "Jep"

Mr. Pickett is a Partner with Financial Advocates LLP (FA LLP). Prior to forming FA LLP, Mr. Pickett was a Senior Manager in the Personal Financial Planning Practice for KPMG LLP in its Orange County office. He had rejoined KPMG LLP in August of 1998 after spending three years with Coopers & Lybrand in their Los Angeles cluster Personal Financial Services practice. Previously, Mr. Pickett spent five years working in the Los Angeles tax and financial planning department of KPMG Peat Marwick.

Mr. Pickett has been involved in all areas of personal financial planning. He specializes in planning for high net worth individuals and closely held business owners. He has extensive experience in estate and trust planning and compliance. He has developed national training seminars and frequently lectures on the use of computer software in the personal financial planning process.

Mr. Pickett is a Certified Public Accountant (CPA) and holds a Bachelor of Business Economics degree from the University of California at Santa Barbara. He also earned his Personal Financial Specialist (PFS) designation through the American Institute of Certified Public Accountants. In addition, Mr. Pickett holds a Certified Financial Planner (CFP) and Personal Financial Planning (PFP) designations. He is also a Registered Investment Advisor Representative. He is a member of the American Institute of Certified Public Accountants and the California Society of Public Accountants.

 

CPA