Derek Holman (AIF®, CFP®)
Derek Holman focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Charitable Giving
- College/Education Planning
- Corporate Executives
- AUM
- Baby Boomers
- Business Owners
- Charitable Giving
- College/Education Planning
- Corporate Executives
Planning Specialties
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. We are fully transparent in the advisory fees we charge. This is an essential part of maintaining a client first relationship.
Additional Information
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.
NAPFA Start Date
August 07, 2015
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