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.
As a co-founder of EP Wealth Advisors and a member of the firm’s board of managers, Brian remains actively involved in the strategy and growth of the firm. He is committed to maintaining EP’s relationship-driven, client-first approach while continuing to expand its national presence.
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.