Brian E. Parker
Co-founder and Managing Director
Torrance, California
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Sourced professional profile
Ana Mercado
Vice President, Advisor
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Ana Mercado helps families and professionals coordinate investments, cash flow, retirement preparation, and tax considerations. She joined EP Wealth in an operations role before moving into advisory work, bringing familiarity with the details of client service. Her approach emphasizes education, clear communication, and consistent follow-through as financial priorities change.
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- Areas of focus
- Cash-flow planning · Retirement planning · Tax planning
- Credentials recorded in sources
- CFP
- Investment minimum
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- Fees & compensation
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EP Wealth Advisors
6 listed professionals
EP Wealth Advisors combines investment management with financial planning, tax considerations, and estate planning coordination. Its advisors work with individuals, families, and business owners through a network of local offices.
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Professional sources reviewed 2026-09-16. Location: The official biography is in the Torrance office directory and explicitly identifies the Torrance, California office.. Listing does not imply participation, endorsement, or availability for new clients.
Portrait from the linked professional or editorial source. Rights remain with the original owner.
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Clay Zachry
Senior Vice President, Advisor, Partner
Torrance, California
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Derek Holman
Co-founder and Managing Director
Torrance, California
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