Co-founder and Managing Director
Certified Financial Planner (CFP®)
Accredited Investment Fiduciary (AIF®)
California Polytechnic San Luis Obispo, B.S.
Determine what is important to you and then create a plan to achieve it. Working without a plan can make your decisions inconsistent and difficult. On the other hand, having a plan will allow you to make better decisions in difficult times. This makes reaching your goals more likely.
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.
Wealth Management Team:
- Financial plan development
- Implementation of planning recommendations
Director of Financial Planning
CFP®, MS, CDFA®, ChFC®
- Personalized Asset Allocation
- Tax Efficient Investing
Director of Investments