Derek Holman, CFP®, AIF®

Co-founder and Managing Director

Torrance, California

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Derek Holman focuses on what he enjoys most—working closely with clients. He serves entrepreneurs, business owners and individuals with comprehensive planning across investments, retirement, estate and taxes. He tailors strategies to each client’s goals and stage of life.
Earlier in his career, Derek worked at two Wall Street firms. Seeking a client-first model, he co-founded Premier Financial Management in 1999 with Brian Parker. He later balanced firm operations with advising but now focuses solely on working with his clients. He earned a B.S. in Business Administration from Cal Poly San Luis Obispo and holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary designations.
Derek’s approach emphasizes transparency, fiduciary care and conflict-free advice. He integrates investment, tax and estate considerations into clear, actionable plans. He believes thoughtful planning helps clients make confident decisions in any market.
Derek enjoys an active lifestyle and lives in Manhattan Beach with his wife and three children.