Torrance, California Office
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Derek dedicates the majority of his time to what he enjoys most: working with clients. He knows first-hand the challenges that entrepreneurs, business owners, and individuals face. He advises in comprehensive investment, retirement, estate, and tax planning strategies for his clients.
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Formerly, Derek 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, Derek divided his time between managing operations and advising clients. Derek is often recognized and quoted in a number of leading financial publications.
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Derek graduated with a B.S. in Business Administration from California Polytechnic San Luis Obispo. He holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary designations.
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Derek enjoys an active lifestyle and lives in Manhattan Beach with his wife and three children.
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Author: Derek Holman This article was...