Derek Holman, CFP®, AIF®
Co-founder and Managing Director
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.
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.
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.
Derek enjoys an active lifestyle and lives in Manhattan Beach with his wife and three children.
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