EP Wealth Advisors
47yrs
Top advisor by experience in Torrance
20yrs
Daniel Steven Federman
Financial advisor at EP Wealth Advisors
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 70% of advisors at EP Wealth Advisors
Office21535 Hawthorne Blvd Suite 400, Torrance, CA 90503
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through EP Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Career
- 2021 – nowEP Wealth AdvisorsCurrent firm
- 2016 – 2021Newfocus Financial Group, LLCPreviously
- 2012 – 2016Westbourne Investments, Inc.Previously
- Sep 2010 – Jun 2012Ariba Asset Management Inc.Previously
- 2006 – 2008Ariba GLB Asset Management, Inc.Previously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call EP Wealth Advisors at 310-543-4559 and ask for Daniel Steven Federman. Daniel works from the Torrance, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2006, about 20 years. More experience than 70% of advisors at EP Wealth Advisors.
What licenses does Daniel hold?
Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
EP Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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