Ana Mercado
Vice President, Advisor
Torrance, California
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Sourced professional profile
Brian E. Parker
Co-founder and Managing Director
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Brian E. Parker works with business owners, professionals, corporate leaders, and retirees to connect investments and tax considerations with life goals. His planning experience includes equity compensation, real estate, and major transitions such as divorce or widowhood. As an EP Wealth co-founder, he also contributes to the firm’s direction.
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- Areas of focus
- Business owner planning · Tax planning · Equity compensation · Retirement planning
- Credentials recorded in sources
- CFP
- Investment minimum
- Confirm directly with the firm.
- Fees & compensation
- Request the current fee schedule and compensation disclosures.
- Contact verification
- Confirm current details before relying on this listing.
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01Which services do you offer for someone with my goals?
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03Who will I work with, and how often will we meet?
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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