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EP Wealth Advisors, Inc.
EP Wealth Advisors, Inc.

Tel: (310) 543-4559
21515 Hawthorne Blvd.,Suite 1200
Torrance, CA 90503

Navigating the future with you in mind.

EP Wealth Advisors, Inc. | Financial Advisor in Torrance ,CA

About EP Wealth Advisors, Inc.

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. We are fully transparent in the advisory fees we charge. This is an essential part of maintaining a client first relationship.


General Information

Firm Start Year:   2004
No.of Employees:   20-49
Number of Years with Current Firm:   10


Firm Information

Assets Managed by Firm:   $1.4 billion



Faqs

  • What is your approach to financial planning? We start by listening. Before any advice is given, it is essential that we understand what is important to you. Together, we review your personal balance sheet, risk tolerance and profit and loss statement. Once we understand your “complete picture” we can effectively implement the financial vehicles to work toward accomplishing your goals.
  • What services do you offer? Our services include: • Financial Planning • Investment Management • Retirement Planning • Tax Planning • Estate Planning • Planning for Widowhood • Divorce Planning • Business Planning
  • How many clients do you currently manage? About 1600.
  • Will you be the only person working with me? Your advisor will be your primary contact, however advisors have a skilled team to help with daily tasks you may also contact.
  • How are you compensated? How will I pay for your services? We charge a management fee each quarter. The fee reflects a set percentage of the total account.
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EP Wealth Advisors, Inc.

EP Wealth Advisors, Inc.

At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. We focus on your unique situation — providing you the answers and insight to your questions with one simple goal, your peace of mind.

My Team

Brian Parker
Brian Parker CFP
Brian E. Parker, CFP® is a Managing Director and Co-founder of EP Wealth Advisors. Brian received a Bachelor of Arts degree in Business Economics from the University of California, Santa Barbara (UCSB) in 1995. He also received his Certified Financial Planner certification in 2002. Brian has been a wealth manager for 17 years, specializing in comprehensive investment, tax, estate and retirement strategies for his clients. In addition, Brian has been a featured speaker at universities, corpor ...more

Derek  Holman
Derek Holman CFP, AIF
Derek Holman, CFP®, AIF® is a Managing Director and Co-Founder of EP Wealth Advisors. Mr. Holman grew up in San Diego, California and later graduated with a Bachelor of Science Degree in Business Administration/from California Polytechnic San Luis Obispo, California. Mr. Holman began his career with Olde Discount Brokerage (now H&R Block) in 1996. Afterwards, he went to work for Painewebber (now UBS) in Beverly Hills. While working in the industry, Mr. Holman came to recognize the conflicts of ...more

Ryan  Serrecchia
Ryan Serrecchia CFP
Ryan graduated in 1998 from Johnson + Wales University in Providence, Rhode Island with a degree in International Business. Ryan started in the Financial Services industry in 1999, where he eventually held an executive management position at Datek Online Financial Services, managing the Trading Services and Operational Departments. He then went on to spend time working as a Retirement Planning Specialists for AXA Advisors. In addition, Ryan also worked with TD Ameritrade as an Investment Consult ...more

Clint  Camua
Clint Camua MBA, CFP
Clint C. Camua, Vice President received his Bachelors Degree from the University of Redlands with a double major in Biology and Political Science in 1993. He later received his Masters in Business Administration with the University of Southern California in 2001 with an emphasis in Finance and Marketing. Clint joined EP Wealth Advisors in 2007 and currently serves as Vice President, advising clients regarding financial planning, investment, and estate planning needs. Clint started in the investm ...more

Bennett  Gross
Bennett Gross CFA
Bennett is the Investment Strategist for EP Wealth Advisors, and serves on the firm’s Investment Committee helping to establish asset allocation guidelines for the firm’s clients. He also manages many client relationships. Bennett has more than 25 years of experience in the investment management business, and most recently served as the Director of Wealth Management and the Director of Equity Investments for a Santa Monica based Registered Investment Advisor. Bennett was also the Chair of the I ...more

Michael McGrath
Michael McGrath MS, CFP, CLU
Michael McGrath, MS, CFP, CMFC, CLU and Vice President with EP Wealth Advisors. Mr. McGrath graduated from Pepperdine University in 1994 and consequently earned his Masters of Science in Finance with an emphasis in Financial Planning from The College for Financial Planning in 2006. He has been in the financial services business for 13 years. Prior to joining EP Wealth Advisors, Michael was an award winning consultant with Charles Schwab & Company. Active in the community of Santa Clarita, Mr. M ...more

Greg Wells
Greg Wells CFP
Greg Wells grew up in Glendora, California. He attended University of California, Santa Barbara where he majored in Law and Society. Greg played 4 years of collegiate golf and then 3 years of professional golf on the Canadian Tour and throughout North America. Greg worked for 2 years at Paychex in San Francisco with small businesses on employee benefits. He started at EP Wealth Advisors in May 2010. Greg lives in Manhattan Beach with his wife and enjoys spending time at the beach and golfing.

Ben Porras
Ben Porras
Ben Porras has been in the field of financial services and investment management for 9 years. He earned a B.A. from the University of California, at Berkeley and is a 2014 Level III CFA (Chartered Financial Analyst) Candidate. Ben has also passed Part 1 of the Financial Risk Manager (FRM™) exam and has obtained his Series 7 and 66 licenses. Prior to joining EP Wealth Advisors in 2013, he served as Vice President Financial Consultant at Charles Schwab in Century City, CA. While at Charles Schw ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

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