Derek  Holman

Derek Holman

| CFP®, AIF®

EP Wealth Advisors

(310) 543-4559

Contact Me

www.epwealth.com

Fee-Only Financial Planner serving the Torrance, CA area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

21515 Hawthorne Blvd
Ste 1200
Torrance, CA

11400 West Olympic Blvd.
Suite 170
Los Angeles, CA 90064

Derek Holman is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Derek Holman is a Fee Only Financial planner in Los Angeles, CA. Derek Holman is a NAPFA-Registered Financial Advisor.

Derek Holman, CFP®, AIF® is a Managing Director and Co-Founder of EP Wealth Advisors. Mr. Holman graduated with a degree in Business Administration from California Polytechnic San Luis Obispo, California. Mr. Holman is both a Certified Financial Planner™ (CFP®) and Accredited Investment Fiduciary® (AIF®). Formerly, Mr. Holman worked for two separate Wall Street firms and quickly realized the conflicts of interest in the industry. Knowing there was a better way to serve clients, he co-founded Premier Financial Management in 1999. Over the next 10 years, Mr. Holman divided his time between managing operations and advising clients. In 2011, when the company reached over $1 billion of assets under management, Mr. Holman rededicated the majority of his time to what he enjoys most: working with clients. Mr. Holman knows first hand of the challenges that entrepreneurs, business owners and individuals face. He advises in comprehensive investment, retirement, estate and tax planning strategies. He has been recognized and quoted in a number of leading financial publications. Mr. Holman embraces integrity, objectivity and an entrepreneurial spirit. He enjoys an active lifestyle and lives in Manhattan Beach with his wife and 3 children.