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Pasadena, CA

Address
155 N Lake Avenue, Suite 780, Pasadena, CA 91101
Fax
(626) 795-2994
Hours of Operation
Today - 08:30 AM - 05:00 PM
Pasadena
Serving Pasadena, the San Gabriel Valley, and Inland Empire for more than 20 years, SEIA Pasadena works with affluent individuals, families, and business owners. Our business is built on personal relationships with clients. We recognize your life, and your finances are intimately interconnected and seek to provide custom portfolio and planning solutions to meet our clients' unique needs.
Our team is actively involved with community organizations such as the Rose Bowl Legacy Foundation and the Pasadena Tournament of Roses®. We provide professional portfolio management, financial planning, and retirement plan consulting.
Features
Accessibility
  • Wheelchair accessible elevator
  • Wheelchair accessible entrance
  • Wheelchair accessible restroom
Amenities
  • Restroom
Planning
  • LGBTQ friendly
  • Service options
  • Online appointments
  • Onsite Services

Covid-19: Check our service and safety guidelines

As we continue to respond to the impact of COVID-19, the safety and well-being of SEIA employees and clients are of the highest importance. We have instituted the following policies for all SEIA offices and continue to rely on guidance from state and local authorities and the CDC to navigate the ongoing pandemic.
Protect Yourself and Others from COVID-19
  • Stay home if you are sick with a cough, shortness of breath, difficulty breathing, fever or chills or if you are currently under quarantine or isolation.
  • Stay 6 feet away from other customers and staff as much as possible.
  • Wear a face covering over your nose and mouth while you are here.
  • Clean your hands with soap and water or hand sanitizer after contact with frequently touched surfaces.
Download Our Policy Each office location follows the above COVID policy in addition to state and local regulations and office building policies. Our Century City office has taken the following actions:
Century City Building Policies
  • Required to wear masks when coming and going from the building
  • Reducing elevator occupancy to two people
  • Installing automatic hand sanitizers throughout the common areas
  • Redirecting foot traffic and adding directional signage to maintain 6-foot physical distance
  • Frequent cleaning of restrooms
  • Cleaning common areas and high touch surfaces 4 to 6 times per day
  • Nightly cleaning of tenant office spaces: enhanced focus on high touch points, door handles, hard surfaces
  • Parking garages are being cleaned as well
  • Maximizing ventilation rates with fresh air exchange throughout the building
Pasadena, CA TEAM
Fritz Miller
CFP®, ChFC®, AIF®
Robert J. Curtiss
CFP® , CWS® , AIF®
John Rasic
CFA®, CMFC®, AIF®
Stephanie Mills
Julia Fahlen
Angela L. Miller
Services
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Frequently Asked Questions
OTHER NEARBY LOCATIONS
Los Angeles, CA
2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067
Redondo Beach, CA
1848 S Elena Avenue, Suite 100, Redondo Beach, CA 90277
Newport Beach, CA
610 Newport Center Drive, Suite 300, Newport Beach, CA 92660