James Holden, CFP®

Wealth Advisor

Torrance, California

Contact James

James helps clients build financial confidence through coordinated planning and investment management. He works with high-net-worth individuals, institutions, and family offices, developing customized strategies across portfolios, cash flow, and retirement planning. He values efficient, well-designed processes that enhance the overall client experience.
Before joining EP Wealth, James gained experience in investment management and wealth advisory roles within large financial institutions. He earned a Bachelor of Science degree from the University of California, Santa Barbara, and holds the CERTIFIED FINANCIAL PLANNER™ designation. He also maintains his Series 66 license.
James’s approach is analytical, practical, and goal focused. He helps clients clarify priorities, sequence action items, and monitor progress over time. He believes a disciplined, repeatable process helps clients stay confident in any market environment.
Outside of work, James enjoys staying active through basketball, tennis, pickleball, snowboarding, hiking, and running. He also enjoys reading, exploring new restaurants, and spending time with friends and family.