Specialties
About Me
Evan McGrath, ChFC®, CEPA®, CRPC® is a financial advisor in Addison, Texas, serving the greater Dallas region and beyond.
A native of Flint, Michigan, Evan worked with clients at an investment management firm in Sarasota, Florida, prior to coming to Allworth Financial and Allworth Airline Advisors. With more than 20 years of experience in the investment and insurance industries, he has worked extensively with employer-sponsored retirement plans, annuities, and tax return preparation. Evan lives in Aubrey, Texas, with his wife, Anne, and their two children.
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Credentials
ChFC®, CEPA®, CRPC®
Chartered Designations
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Disclosures
Allworth Financial, LP (“Allworth”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of the information presented. While efforts are made to ensure the information’s accuracy, it is subject to change without notice. Allworth conducts a reasonable inquiry to determine that information provided by third party sources is reasonable, but cannot guarantee its accuracy or completeness. Opinions expressed are also subject to change without notice and should not be construed as investment advice. The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy or decision will achieve its intended objectives or result in a positive return. It is important to carefully consider your investment goals, risk tolerance, and seek professional advice before making any investment decisions.