Derek Holman
Co-founder and Managing Director
EP Wealth AdvisorsTorrance, California
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Published profile
Derek Holman advises individuals, entrepreneurs, and business owners on coordinating their financial lives. His work brings investment management together with retirement, estate, and tax planning. An EP Wealth co-founder, he emphasizes transparent advice and clear plans that connect a client’s current decisions with longer-term personal and business objectives.
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- Published practice focus
- Business owner planning
- Credentials in source
- CFP, AIF
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Source review recorded: 2026-09-16. A directory listing is not confirmation of current licensing, disciplinary standing, or suitability.
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