Derek Holman
CFP®, AIF®
EP Wealth Advisors
Co-founder and Managing Director
Derek Holman
CFP®, AIF®
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. - Derek Holman, CFP®, AIF®
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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.
Derek Holman 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.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
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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Derek Holman is a NAPFA-Registered Financial Advisor
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.
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Derek Holman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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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Derek Holman is an Accredited Investment Fiduciary® (AIF)
Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Derek Holman is Noted as One of Los Angeles Business Journal's Leaders of Influence in Wealth Management
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Derek Holman is Quoted on TheStreet.com: "Advantages of Replacing Your RMD with a Roth IRA Conversion in 2020"
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EP Wealth - Awards and Recognition
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Free Resources From EP Wealth Advisors
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Derek Holman is Quoted on CNBC
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Derek Holman is Quoted on Time.com / Money
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Derek Holman is Quoted on NerdWallet.com
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Derek Holman is Quoted in Financial Advisor Magazine
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Derek Holman is Quoted on TheStreet.com
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Derek Holman is Quoted by Reuters
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Derek Holman is Quoted on Business Insider
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EP Wealth Advisors is Named to Financial Planning Magazine's RIA Leaders 2020: High Touch, High Tech
Contact Derek Holman
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