Derek Holman, CFP, AIF

Co-Founder and Managing Partner at EP Wealth

Speaker

Derek Holman is co-founder and managing director of EP Wealth Advisors, focusing on working with clients in investment, retirement, estate, and tax planning strategies. With a B.S. in Business Administration, CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary designations, he understands the challenges faced by entrepreneurs, business owners, and individuals.

Under Derek’s 25 years of leadership, the firm has grown to close to $20B, the C-suite has evolved to better serve clients and advisors, two private equity partnerships have been put into place, and nearly 30 M&A transactions have been completed.