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

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

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, corporations, and to affluent individuals throughout Southern California. He is also one of a select few to have served on advisory boards for both TD Ameritrade and Charles Schwab. Brian enjoys giving back to his community and is active with several charities including the Beach Cities Health District’s Finance Committee and is a board member for Hermosa Beach Education Foundation.

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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

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 interest that exist inside most Wall Street firms. Wanting to provide his clients with a better way to invest, in 1999, he Co-Founded the registered investment advisory firm Premier Financial Management. Mr. Holman specializes in comprehensive investment, retirement, estate, and tax planning strategies. He enjoys working with clients and customizing solutions that are specifically designed to help individuals and companies reach their financial goals. He has been asked to speak at events, quoted in publications, and volunteered time in his local community. Mr. Holman has built his career on acting with integrity, competency and prudence.

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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

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 Consultant, where he was recognized as the number one representative in the country in offering Wealth Management Services to their clients. Ryan has earned the CFP® designation and also currently holds his series 7, 63, 65, 24, 4 licenses. He currently resides in Huntington Harbor, California.

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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

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 investment industry in 1993 where he obtained his series 7, 63, and 65 licenses working for brokerage firms Morgan Stanley and Charles Schwab. During his time at Schwab, Clint received his series 9 and 10 licenses and was promoted to branch manager in Schwab’s Encino and Burbank branches. He was in charge of compliance and supervised investment consultants as they provided guidance and advice to clients. Clint transitioned from brokerage to wealth management by joining RNC Genter and later Glencrest Investment Advisors as Vice President, managing client relationships. Clint believes in a balance between work and family. He enjoys traveling, golf, and reading and lives in Simi Valley with his wife.

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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

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 Investment Committee and the Managing Director of Equities for a Century City based advisory firm. Bennett began his career at Morgan Stanley working with ultra high net-worth investors. Bennett holds a Bachelor of Arts degree in Economics from the University of California at Irvine, and a Masters in Business Administration degree from the University of California at Berkeley, where he was elected to the Beta Gamma Sigma honors society. Bennett also holds the Chartered Financial Analyst (CFA) designation.

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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

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. McGrath has served as an elected member of the Newhall School District Board of Trustees. Michael and his wife, Shelley, have been married for 17 years and have four children, Garrett, Brody, Alleah, and Collette.

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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.

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.

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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

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 Schwab, Ben consulted and advised clients on assets totaling more than $500 million. He also served as a dual employee of both Charles Schwab Bank and Charles Schwab & Co. He was ranked the number one Financial Consultant in his first full year at Charles Schwab, and in 2005 he was also chosen as one of three Financial Consultants to participate in the Denver Management Conference to develop Schwab’s new 2005 business model. Outside of work, he enjoys singing, playing the guitar and composing his own music. He is extremely passionate about food and wine and in 2007, he passed the Level 1 Sommelier Exam through the Court of Master Sommeliers.

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