Brian Parker, Cfp Email & Phone Number

Brian E. Parker, CFP® is a Managing Director and Co-founder of EP Wealth Advisors. He 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 highly successful wealth manager for 28 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 respected by his peers and is currently serving as a member of advisory boards for TD Ameritrade and Charles Schwab. Brian also gives back to his community and is active with several charities including the Beach Cities Health District’s Finance Committee.Brian has resided in Hermosa Beach for 24 years with his wife and 4 children.Specialties: Holistic Financial Planning, Investment Management, Wealth Advisory

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  Managing Director

  Ep Wealth Advisors

  Jan 1999 - Present - Torrance, California, Us

  EP Wealth Advisors (EPWA) is a Financial Planning, Wealth Advisory, and Investment Management firm specializing in the needs of affluent individuals, businesses, and non-profit organizations. Our mission is to understand each client’s unique situation and to develop a customized plan with strategies designed to achieve their specific goals and objectives. Years of client relationships, combined with our highly experienced team of Certified Financial Planners and Chartered Financial Analysts, has enabled our firm to incorporate portfolio management with a personalized wealth plan in order to create and maintain a secure financial future for each of our clients.

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  Uc Santa Barbara

  Economics