Source-backed profile
Ana Mercado
Vice President, Advisor
EP Wealth AdvisorsTorrance, California
Cash-flow planning
FIRM PROFILE
EP Wealth Advisors
EP Wealth Advisors combines investment management with financial planning, tax considerations, and estate planning coordination. Its advisors work with individuals, families, and business owners through a network of local offices.
Financial planningInvestment managementRetirement planningTax planningEstate planning coordinationBusiness planningFamily office servicesDivorce financial planning
6linked professional records
6researched profiles
1listed office cities
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Explore a listed cityTorrance, California6
Source-backed profile
Brian E. Parker
Co-founder and Managing Director
EP Wealth AdvisorsTorrance, California
Business owner planning
Source-backed profile
Clay Zachry
Senior Vice President, Advisor, Partner
EP Wealth AdvisorsTorrance, California
Retirement planning
Source-backed profile
Derek Holman
Co-founder and Managing Director
EP Wealth AdvisorsTorrance, California
Business owner planning
Source-backed profile
Fernando Reyes
Vice President, Advisor
EP Wealth AdvisorsTorrance, California
Investment management
Source-backed profile
Giorgina Nguyen
Vice President, Advisor
EP Wealth AdvisorsTorrance, California
Retirement planningSearch index refreshed September 20, 2026. This is not a verification date for historical records.
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