Brian Parker (CFP®)
Brian Parker focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Alternative or Private Investments
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
Additional Information
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 18 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 16 years with his wife and 4 children.
NAPFA Start Date
August 07, 2015
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