Derek Holman, CFP®, AIF® is a Managing Director and Co-Founder of EP Wealth Advisors. Mr. Holman graduated with a degree in Business Administration from California Polytechnic San Luis Obispo, California. Mr. Holman is both a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Accredited Investment Fiduciary® (AIF®). Formerly, Mr. Holman worked for two separate Wall Street firms and quickly realized the conflicts of interest in the industry. Knowing there was a better way to serve clients, he co-founded Premier Financial Management in 1999. Over the next 10 years, Mr. Holman divided his time between managing operations and advising clients. In 2011, when the company reached over $1 billi