Broker Check
Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Partner | Sr. Wealth Management Advisor

Megan Stirrat is a Partner and Sr, Wealth Management Advisor at Revel Private Wealth, based in San Juan Capistrano, California. She has been named in both the Forbes “America’s Top Women Wealth Advisor” rankings and the Forbes “Best-in-State Wealth Advisor" rankings in 2020, 2021, 2022 and 2023. She is a sought-after speaker at divorce recovery workshops nationwide.

As a CDFA® , Megan uses her knowledge of tax law, asset distribution and short- and long-term wealth planning to help achieve equitable divorce settlements. She works closely with clients’ attorneys, CPAs and divorcees to provide in-depth financial analysis and advice relating to the divorce.

As chairperson for the Susan Samueli Integrated Health Institution’s Women’s Wellness Day in Irvine, Megan works to foster deeper relationships and participate in discussions with renowned speakers on health/wellness, leadership and spiritual best practices.

Megan plays an active role in the community through her involvement in divorce recovery workshops, estate and giving speaking engagements for institutional clients, her children’s schools, and Race for the Cure. She was also a former board member for the Susan G. Komen foundation.

Megan earned her bachelor’s degree in Political Science from Michigan State University. A “loyal and loud” Spartans fan, Megan served for many years as the President of the Orange County Alumni Club, hosts the annual Alumni Golf Tournament, and founded the Alumni Professionals Club in Orange County.

Megan’s credentials include Series 7 General Securities Representative FINRA registration, Series 66 FINRA Registration through LPL Financial, Insurance License, CERTIFIED FINANCIAL PLANNER™ certification, Certified Divorce Financial Analyst® designation and a Sports & Entertainment Accredited Wealth Management Advisor®™ designation. 

The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends,  assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.  

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER™in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.

Megan Stirrat CA Insurance License #0D09749