Brian Parker
CFP®
EP Wealth Advisors
Co-founder and Managing Director
Brian Parker
CFP®
EP Wealth Advisors
Co-founder and Managing Director
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brian Parker, CFP®
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Brian E. Parker, CFP® is a Managing Director and Co-founder of EP Wealth Advisors. He received a Bachelor of Arts degree in Business Economics from the University of California, Santa Barbara (UCSB) in 1995. He also received his Certified Financial Planner certification in 2002. Brian has been a highly successful wealth manager for 22 years, specializing in comprehensive investment, tax, estate and retirement strategies for his clients. In addition, Brian has been a featured speaker at universities, corporations, and to affluent individuals throughout Southern California. He is respected by his peers and is currently serving as a member of advisory boards for TD Ameritrade and Charles Schwab. Brian also gives back to his community and is active with several charities including the Beach Cities Health District’s Finance Committee. Brian has resided in Hermosa Beach for 18 years with his wife and 4 children.
Brian Parker is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
The EP Wealth Advisors Story In the 1990s, long-time best friends Derek Holman and Brian Parker were working in the financial services industry. But they felt like the industry was putting profits before people, and they believed there had to be a better way. That led the two friends to found EP Wealth Advisors, LLC, a company that is a fiduciary and advises clients in their best interest. Since then, the firm has added more than 25 advisors and 65 more employees to the cause of helping thousands of clients with their finances and investments.
EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm based in Torrance, Calif., with offices in the Los Angeles, Orange County, Calif., San Francisco, San Diego, Portland, Ore., Seattle, Phoenix, Denver, Salt Lake City, Dallas and Chicago. The firm manages over $15 Billion in AUM as of December 31, 2021, and provides client-centric financial planning and investment management services to individuals and businesses. EP Wealth is led by co-founders and Managing Directors Derek Holman, CFP®, AIF® and Brian Parker, CFP® and President and CEO Patrick Goshtigian, CFA®. For more information, please visit www.epwealth.com.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brian Parker is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Brian Parker is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brian Parker is Quoted on Kiplinger: "Smart Strategies for Couples Who Run a Business Together"
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Brian Parker is Quoted on TheStreet.com: "More than a Checklist: Finding the Right Financial Adviser"
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Brian Parker is Quoted in the Los Angeles Business Journal: "LA Business Leaders Temper Expectations for Biden Administration"
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Brian Parker is Noted as One of Los Angeles Business Journal's Leaders of Influence in Wealth Management
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EP Wealth - Awards and Recognition
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Free Resources From EP Wealth Advisors
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Brian Parker is Quoted in Investor's Business Daily
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Brian Parker is Quoted on TheStreet.com
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Brian Parker is Quoted on Time.com / Money
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Brian Parker is Quoted in Financial Advisor Magazine
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EP Wealth Advisors is Named to Financial Planning Magazine's RIA Leaders 2020: High Touch, High Tech
Contact Brian Parker
Office Locations:
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21515 Hawthorne Blvd
Suite 1200
Torrance, CA 90503 -
11400 W. Olympic Blvd.
Suite 170
Los Angeles, CA 90064 -
18301 Von Karman Ave.
Suite 410
Irvine, CA 92612 -
250 Lafayette Circle
Suite 203
Lafayette, CA 94549 -
8081 Shaffer Parkway
Suite 4
Littleton, CO 80127 -
27441 Tourney Rd
#260
Valencia, CA 91355 -
5151 Shoreham Place
Suite 270
San Diego, CA 92122
