Brian E. Parker

Torrance, California

Brian E. Parker

CFP®
Co-founder and Managing Director
Education &
Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)

University of California, Santa Barbara, B.A., Economics

Financial Tip

Dream big. Then plan the practical financial steps to achieve your dreams.

About Brian
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 22 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 18 years with his wife and 4 children.
Wealth Management Team:

Advisor Partner

- Work as advisor team

- Client advisory support

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Greg Wells

Senior Vice President/Partner
CFP®

Advisor Partner

- Work as advisor team

- Client advisory support

Fernando Reyes new

Fernando Reyes

Wealth Advisor
CFP®

Client Relationship Associate

-Help with account maintenance and balances

-Help with wire transfers, and money movement 

Brian Shortsleeve

Brian Shortsleeve

Senior Client Relationship Associate

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations
Alina Narr

Alina Narr

Financial Planner
CFP®

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing
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Kevin Beebe

Portfolio Manager
CFA
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