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Derek Holman
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Derek Holman

Co-founder and Managing Director

EP Wealth Advisors Visit firm website
Torrance, California
Business owner planningInvestment managementRetirement planningEstate planningTax planning
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Professional background

Meet Derek.

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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Areas of focus
Business owner planning · Investment management · Retirement planning · Estate planning · Tax planning
Credentials recorded in sources
CFP, AIF
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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 backgroundRegistration, employment history, and disclosures SEC adviser searchResearch advisory firms and professionals

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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