EP Wealth Advisors
Co-founder and Managing Director
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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.
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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.
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.
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.
Contact Derek Holman
21515 Hawthorne Blvd
Torrance, CA 90503
11400 W. Olympic Blvd.
Los Angeles, CA 90064
18301 Von Karman Ave.
Irvine, CA 92612
250 Lafayette Circle
Lafayette, CA 94549
8081 Shaffer Parkway
Littleton, CO 80127
27441 Tourney Rd
Valencia, CA 91355
5151 Shoreham Place
San Diego, CA 92122