PROFILE WITH PUBLIC SOURCES
Ana Mercado
Vice President, Advisor
Torrance, California
Cash-flow planning · CFP
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FIRM & WEALTH TEAM PROFILE
EP Wealth Advisors
Torrance, CA
Understand the firm.
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.
Firm names may refer to a wealth team, brand, broker dealer, or investment adviser. Confirm the exact legal entity and its capacity in the official records.
People in the directory.
6 matching directory records. Historical affiliations may have changed; this is not a verified current team roster.
EP Wealth Advisors
PROFILE WITH PUBLIC SOURCES
Brian E. Parker
Co-founder and Managing Director
Torrance, California
Business owner planning · CFP
PROFILE WITH PUBLIC SOURCES
Clay Zachry
Senior Vice President, Advisor, Partner
Torrance, California
Retirement planning · CFP
PROFILE WITH PUBLIC SOURCES
Derek Holman
Co-founder and Managing Director
Torrance, California
Business owner planning · CFP, AIF
PROFILE WITH PUBLIC SOURCES
Fernando Reyes
Vice President, Advisor
Torrance, California
Investment management · CFP, ChFC, Certified Blockchain and Digital Assets, MBA
PROFILE WITH PUBLIC SOURCES
Giorgina Nguyen
Vice President, Advisor
Torrance, California
Retirement planning · CFP
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