THE ADVOCATE
Michael W. McGrath
Mr. McGrath is a Partner with Financial Advocates Inc. (FA). Prior to forming FA, 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.
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