PUBLIC-SOURCE PROFILE
Derek Holman
Co-founder and Managing Director
EP Wealth Advisors ↗
Torrance, California
BACKGROUND & PLANNING FOCUS
Get to know 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.
- Reported firm
- EP Wealth Advisors
- CRD number
- Not listed in this profile
- Minimum investment
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- Fees & compensation
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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.
The official biography is in the Torrance office directory and explicitly identifies the Torrance, California office.
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