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Los Angeles, CA

Address
2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067
Fax
(310) 712-2345
Hours of Operation
Today - -
Century City
Century City
Serving as the company headquarters for our seven other locations, our Century City office is located between Los Angeles' historic Downtown and the idyllic West Los Angeles' beach cities. Our wealth management services are tailored to meet the unique needs of affluent individuals, institutions, and corporations. SEIA's reputation is earned on a daily basis in each client relationship and professional affiliation we maintain.
With philanthropy being a long-standing pillar of our firm, the Signature Fund for Giving was launched in 2011 and is driven by the mission of empowering SEIA's communities. The fund is dedicated to enhancing SEIA's relationship with partner organizations to empower the community's youth and since its founding has raised more than one million dollars for local and national charities.
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
Los Angeles, CA TEAM
Brian D. Holmes
MS, CFP®, AIF®
President, CEO
Brian D. Holmes

Brian D. Holmes

MS, CFP®, AIF®
President, CEO
Contact

Brian D. Holmes, MS, CFP®, AIF® is the President and CEO of SEIA. As of September 30, 2019, SEIA and its affiliates manage $10.3 billion of assets. He is one of SEIA's four founding partners, who have shared over two decades of teamwork together and he currently sits on SEIA's investment committee. Brian has been in the investment management business for over 35 years, maintaining a successful independent private practice with his team for over 300 clients.

Brian was named to the Barron's Hall of Fame in 2019, as one of 145 advisors nationwide. Each member of the Hall of Fame has appeared in ten or more Barron's Top 100 Advisor Rankings. He is the only advisor from Los Angeles and Orange Counties to make the elite Barron's Top 100 Independent Advisors from 2008-2018. Worth Magazine ranked Brian among the nation's Top 250 Financial Advisors of 2008 and featured him from 2010-2019 in "Leading Wealth & Legal Advisors."

He is a past member of the Schwab Institutional Advisory Board and served on the UCLA Department of Economics Board of Visitors to enhance the curriculum of the Business Economics major. Many notable clients, executive groups, corporations and universities have retained him for lectures, including guest lectures at UCLA's undergraduate Economics and Investments classes. Brian is involved with numerous charities in the Southern California area. He is a 33-year resident of Malibu, California along with his wife, son and daughter.

Brian received his Bachelor of Arts degree in Psychology with an emphasis in Business Administration from UCLA in 1983. Additionally, in 1994, he received a Master of Science degree in Financial Planning from the College of Financial Planning. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 1988, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. In 2011, Brian earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility. He is also a licensed insurance agent (CA Ins. License #0657377).

For additional information on awards and accolades received, please refer to our Disclosure Information page.

Gary K. Liska
MS, CFP®, AIF®, CMFC®, AAMS®
Founding Partner, CFO
Gary K. Liska

Gary K. Liska

MS, CFP®, AIF®, CMFC®, AAMS®
Founding Partner, CFO
Contact
Gary K. Liska, MS, CFP®, AIF®, CMFC®, AAMS® is a Founding Partner and Chief Financial Officer for Signature Estate & Investment Advisors, LLC (SEIA). He is one of SEIA's four founding partners who have shared over two decades of teamwork together. His emphasis is in investment management, retirement planning and estate planning strategies for affluent individuals and corporations. He has been in the securities and insurance business since 1994 and has presented hundreds of seminars on investments, tax, retirement and estate planning throughout Southern California.

Gary has been featured in Worth Magazine, a publication for high-net worth individuals and their financial advisors. Also, he is currently a member of SEIA's Investment Committee, which meets monthly to analyze current market trends on the fixed income and equity markets, as well as alternative investments. Gary proudly achieved his Eagle Scout Award in 1987 and is currently a member of the Eagle Scout Association. He is also involved in charities such as Signature Fund for Giving. He lives in Pacific Palisades, California with his wife and son.

Gary received his Bachelor of Science degree in Economics from the University of California, Santa Cruz. He received his Master of Science degree with an academic emphasis in Financial Planning from the College of Financial Planning in 2004. He earned the CERTIFIED FINANCIAL PLANNER™(CFP®) certification from the Certified Financial Planner Board of Standards, Inc. after completing the CFP&® professional education program in 1996. He completed the Chartered Mutual Fund Counselor( CMFC®) Education program in 1998. Gary has earned the Accredited Investment Fiduciary®( AIF®) professional designation from Fiduciary360 and has received formal training in investment fiduciary responsibility. Gary also holds the Accredited Asset Management Specialist( AAMS®) designation. He is also a licensed insurance agent (CA Ins. License #0B39385).
Paul Taghibagi
CFP®, AIF®
Founding Partner
Paul Taghibagi

Paul Taghibagi

CFP®, AIF®
Founding Partner
Contact
Paul Taghibagi, CFP®, AIF® is a Senior Partner with SEIA and is one of the four founding partners, who share over two decades of teamwork together. He is a Partner with Signature Comprehensive Insurance Services, LLC (SCIS).

Paul has been in the securities industry since 1990. He is a member of the Financial Planning Association of Los Angeles and also serves on the Investment Committee for SEIA. Paul resides in Pacific Palisades, California with his wife and two daughters. He enjoys sports, traveling and spending time in the local community with his family and friends.

Paul received his Bachelor of Arts degree in Business Economics with honors from the University of California, Santa Barbara. He received his CERTIFIED FINANCIAL PLANNER™ certification in 1993, after completing the CFP® professional education program through the College of Financial Planning. Paul also has earned the Accredited Investment Fiduciary® (AIF®) professional designation conferred by Fiduciary360, receiving formal training in investment fiduciary responsibility. He is a licensed insurance agent (CA Ins. License #0798553).
Theodore E. Saade
CFP®, CMFC®, AIF®
Senior Partner
Theodore E. Saade

Theodore E. Saade

CFP®, CMFC®, AIF®
Senior Partner
Contact
Theodore E. Saade, CFP®, CMFC®, AIF® is a Senior Partner with Signature Estate & Investment Advisors, LLC. His specialties include investment planning, retirement planning and estate planning. He is also a licensed independent insurance broker. Mr. Saade has been in the securities and insurance business since 1995 maintaining a successful independent private practice for over 250 clients.

He was voted Top 40 Under 40 as published in REP. Magazine since its inception in 2013. He was also recognized as a Top Wealth Manager for "Providing Exceptional Service And Overall Satisfaction" as published in Los Angeles Magazine in 2014. Furthermore, he has been published annually in Worth Magazine since 2010 and has been recognized annually as a Leading Wealth Advisor as published in Worth Magazine since 2012. Many notable clients, executive groups and corporations have retained him for seminars and lectures. Mr. Saade is a 30+ year resident of Los Angeles, currently residing in Beverly Hills, California along with his wife and 4 sons.

Mr. Saade received his Bachelor's degree in Economics with an emphasis in Biochemistry with Honors from University of California, Los Angeles. He is a CERTIFIED FINANCIAL PLANNER™ practitioner with the Certified Financial Planner Board of Standards, Inc, having completed the CFP® professional education program in 1998. In addition, he completed the Chartered Mutual Fund Counselor (CMFC®) Education program in 2000 and earned the Accredited Investment Fiduciary® (AIF®) professional designation, conferred by Fiduciary360. He also has received formal training in investment fiduciary responsibility. He also holds an insurance license (CA Ins. License #OB63654).
Jennifer Kim
MS, CFP®, CMFC®, ChFC®, CLU®
Senior Partner
Jennifer Kim

Jennifer Kim

MS, CFP®, CMFC®, ChFC®, CLU®
Senior Partner
Contact
Jennifer Kim, MS, CFP®, CMFC®, ChFC®, CLU® is a Senior Partner at SEIA. Currently, she is a licensed independent insurance broker with Signature Comprehensive Insurance Services, LLC (SCIS). Her specialties include estate planning, retirement planning, and corporate benefits. Jennifer has been in the investment management and insurance business since 1993.

She has written several articles for Worth Magazine and Audrey Magazine on various financial topics. Jennifer has had numerous speaking engagements, including the USC County Hospital, the Writers Guild of America, Panda Express, and Charles Schwab.

Jennifer is currently a member of the Parent Association Board at St. James Episcopal School and also serves as a Girl Scout Troop leader. She is an alumni of the Chi Alpha Delta sorority at UCLA. Jennifer is involved with numerous charities, including NGA, and has served as the past president of the Women's Auxiliary division of the Korean American Museum. Jennifer resides in Los Angeles with her husband and four children.

Jennifer received her Bachelors of Arts degree in Economics from the University of California, Los Angeles. Recently, she also completed her Master's Degree in Personal Financial Planning through the College for Financial Planning. She is a CERTIFIED FINANCIAL PLANNER™ practitioner from the Certified Financial Planner Board of Standards, Inc. She completed the CFP® professional education program in 1998 and Chartered Financial Consultant (ChFC) through the American College in 1998. She completed her Chartered Life Underwriter (CLU) through the American College in 1998 and Chartered Mutual Fund Counselor (CMFC) Education program in 1999. She is a licensed insurance agent (CA Insurance Lic. #OB11807).
Patrick Currall
MBA, CFA®
Financial Advisor
Patrick Currall

Patrick Currall

MBA, CFA®
Financial Advisor
Contact

Patrick Currall, MBA, CFA® , is a Financial Advisor for Signature Estate & Investment Advisors, LLC (SEIA). Patrick has over two decades of experience in the investment management industry. His emphasis is in portfolio management, estate planning and tax strategies for affluent individuals and corporations. He has been in the securities and insurance business since 2001 and has managed hundreds of successful engagements with individuals in the high-net-worth demographic.

Patrick received his Bachelor of Business Administration from the University of Portland in 2001. He received his Master of Business Administration, with an academic emphasis in Information Systems Management from Loyola Marymount University in 2011. He earned the right to use the CFA designation from the CFA Institute in 2006.

Patrick spent the first 20 years of his career working in the Private Banking channel of some of the Country's largest banks. After two decades in the banking asset management world, Patrick made the decision to move towards the RIA channel in 2021. He made this change based on his analysis of the systemic changes underway in the financial services industry. According to Patrick, "the entire financial infrastructure of our economy is experiencing disruption. Traditional banks are becoming obsolete and are quickly being displaced by technology based fintech firms. The industries quick evolution has mandated I make this change, to ensure I am providing my clients the best possible financial solutions."

Patrick lives in Southern California with his wife and two children. He is a dedicated member of his church and a consistent supporter of the local veteran community. Patrick is the co-founder of "The Alaska Adventure Project", an Alaska based non-profit which benefits wounded combat veterans and their families.

Hayley Wood
MBA, CFP®, AIF®
Financial Advisor
Hayley Wood

Hayley Wood

MBA, CFP®, AIF®
Financial Advisor
Contact
Hayley A. Wood, MBA, CFP® , AIF® is a Financial Advisor with SEIA. She analyzes and interprets client financial data to generate guidance on estate, charitable, investment, protection, corporate benefit, and tax planning, all focused on the individual client. Hayley brings over ten years of industry experience serving high-net-worth families and businesses in developing, implementing, and monitoring comprehensive wealth plans.

She is passionate about her involvement in local and global philanthropic initiatives and currently serves on the Leadership Council of A Place Called Home. Hayley oversees SEIA's Signature Fund for Giving which supports various children-focused charities. She previously served on the Board of Directors for the Ronald McDonald House of Durham, North Carolina and the Rotary Club of Kihei-Wailea, Hawaii. She currently resides in Los Angeles, California and enjoys spending time with her family, being outdoors, and traveling to our National Parks.

Hayley received her Bachelor of Science in Business Administration in Marketing, Finance & Banking with honors and a concentration in Certified Financial Planning from Appalachian State University in 2009. Additionally, in 2015, she received a Master of Business Administration degree with honors from the University of Hawai'i Shidler College of Business. Hayley earned her CERTIFIED FINANCIAL PLANNER™ certification in 2013 after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. She also carries her Series 7, 63, and 65 licenses and Life & Health Insurance license (CA Ins. License #OL83425).
Deron McCoy
CFA®, CFP®, CAIA®, AIF®
Chief Investment Officer
Deron McCoy

Deron McCoy

CFA®, CFP®, CAIA®, AIF®
Chief Investment Officer
Contact
Deron McCoy, CFA®, CFP®, CAIA®, AIF® is the Chief Investment Officer at SEIA and has served on the firm's Investment Committee since 2001. As managing director of SEIA's Department of Investment Management & Economic Strategy (DIMES), Mr. McCoy has duties that are varied and include acting as Head Portfolio Manager on the firm's discretionary accounts as well as leading the research team in developing the global macro strategy, ultimately incorporated into the firm's investment models and asset allocation strategies. Mr. McCoy also coordinates the investment due diligence and manages search processes.

Mr. McCoy received his Bachelors of Science degree in Mathematics-Applied Science with a Specialization in Economics and Business Management from the University of California, Los Angeles in 1995. He has been a CERTIFIED FINANCIAL PLANNER™ practitioner under the Certified Financial Planner Board of Standards, Inc. since 1998, and has held the Chartered Financial Analyst® designation issued by the CFA Institute in 2002, thereby making Mr. McCoy one of only 940 active CFA® charterholders to hold both the CFA® and CFP® designations. He also has held the Chartered Alternative Investment Analyst (CAIA®) designation since 2009 and has been an Accredited Investment Fiduciary® (AIF®) as of 2011.

Mr. McCoy currently resides in Pacific Palisades, California with his wife and two children.
Eric Rosen
Chief Compliance Officer
Eric Rosen

Eric Rosen


Chief Compliance Officer
Contact
Chris Maryanopolis
Chief Operating Officer
Chris Maryanopolis

Chris Maryanopolis


Chief Operating Officer
Contact
Joseph Fusaro, Jr.
Director of Human Resources and Office Operations
Joseph Fusaro, Jr.

Joseph Fusaro, Jr.


Director of Human Resources and Office Operations
Contact
Vincent Reyes
CMFC®
Director of Trading Operations
Vincent Reyes

Vincent Reyes

CMFC®
Director of Trading Operations
Contact
Vincent Reyes, CMFC® is the Director of Trading Operations at SEIA. Since joining SEIA in 2007, Vincent has overseen and managed all trading operations in the Century City, Pasadena, Newport Beach, Redondo Beach, and Virginia offices.

Vincent previously worked as a NASDAQ Market Maker and Proprietary Trader at two major brokerage firms from 1993 to 2007. He has handled many institutional clients, including hedge funds, pensions, and mutual funds. He has also worked directly with specialists and floor brokers on the New York Stock Exchange (NYSE), Chicago Board of Exchange (options), and other regional exchanges. Vincent is a Bloomberg Certified user and is well versed in using many electronic trading systems.

Vincent has been an active member of the Security Traders of Los Angeles for 25+ years. He has been involved with numerous market structure committees giving guidance and input on NASDAQ, NYSE, and various electronic exchanges.

Vincent is a graduate of UC Riverside and currently resides in Westwood with his wife and daughter. In his spare time, Vincent enjoys traveling, reading, and playing in league sports. Vincent is a Chartered Mutual Fund Counselor (CMFC) and is also a FINRA Equity Trader license holder.
Stephen Fringer
CMFC®
Director of Systems & Reporting
Stephen Fringer

Stephen Fringer

CMFC®
Director of Systems & Reporting
Contact
Howard Chen
AIF®, CMFC®
Director of Investment Services
Howard Chen

Howard Chen

AIF®, CMFC®
Director of Investment Services
Contact
Howard Chen, AIF® is the Director of Investment Services at SEIA. He has worked with SEIA since 2009 and currently works in the Department of Investment Management and Economic Strategies, where he handles trade reconciliation, research and portfolio administration. Howard previously worked for SEIA as an operations specialist and has continued developing his expertise in investment management by earning his Series 7 and 66 licenses.

He is a graduate from the University of California, Los Angeles with a Bachelor of Arts degree in Economics as well as minors in Global Studies and Asian Studies. In addition, he has honed his Chinese language skills, studying abroad for a summer at the University of Hong Kong.
Mike Van Kleeck
CFP®
Senior Compliance Officer
Mike Van Kleeck

Mike Van Kleeck

CFP®
Senior Compliance Officer
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Dave Nicholson
Compliance Officer
Dave Nicholson

Dave Nicholson


Compliance Officer
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Alex Kim
Compliance Officer
Jason Hart
Operations Manager
Sabina Pinsky
Marketing & Events Specialist
Sabina Pinsky

Sabina Pinsky


Marketing & Events Specialist
Contact
Samuel Miller
CFA®, CFP®, CAIA®
Director of Research and Marketing
Samuel Miller

Samuel Miller

CFA®, CFP®, CAIA®
Director of Research and Marketing
Contact
Sam Miller, CFA®, CFP®, CAIA® is the Director of Research & Marketing and a member of the SEIA investment management and research department, where he contributes thought leadership and expertise to the due diligence, portfolio construction, and investment selection processes. He works closely with SEIA's Investment Committee to formulate and communicate opinions on the economic and investment environment.

Previously, as Vice President and Portfolio Manager at United Capital, Sam was responsible for management and oversight of all Tax Managed, Factor, and ESG portfolios. He also led and directed the management of United Capital's portfolio construction, monitoring, and evaluation tools and resources. Earlier, Sam worked at Slayton Lewis, where he successfully managed a portfolio of discretionary equity and fixed income assets for a time period including the 2008 financial crisis. Sam began his career at Northwestern Mutual, where he built and managed a team of analysts who advised on client assets and were responsible for aspects of investment decision-making, including portfolio construction and security selection. Originally from Chicago, Sam and his wife and daughters currently reside in San Pedro, CA.

Sam received his Bachelor of Science in Finance from the University of Illinois at Urbana-Champaign in 2002. Additionally, in 2011 he received a Masters in Business Administration with concentrations in Accounting, Analytic Finance, and Econometrics from the University of Chicago. He earned the Chartered Financial Analyst® (CFA®) charter in 2007, the Chartered Alternative Investment Analyst (CAIA®) designation in 2017, and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2018.
Tony Nguyen
CMFC®
Senior Fixed Income Trader
Tony Nguyen

Tony Nguyen

CMFC®
Senior Fixed Income Trader
Contact
Tony Nguyen is the Senior Fixed Income Trader in the SEIA Trading Department. Tony works closely with the firm’s financial advisors and portfolio managers to provide efficient trade executions in fixed income securities.

Prior to joining SEIA, Tony was a trader for Banc of America Securities on the institutional fixed income desk serving the Los Angeles and San Diego regions. His clients included Fortune 500 companies, municipalities, and insurance companies.

Tony received his Bachelor of Sciences degree in Business Administration, with an emphasis in Finance from the University of California, Riverside. He enjoys traveling, training for marathons, and exercising his skills in the kitchen.
Erik Soderberg
Portfolio Manager
Guillermo Torolira
Director of Accounting
Guillermo Torolira

Guillermo Torolira


Director of Accounting
Contact
Chad Bates
CFP®, AIF®
Advisor
Chad Bates

Chad Bates

CFP®, AIF®
Advisor
Contact
Chad E. Bates, CFP® is an Advisor with SEIA. He joined the firm in 2003 and works with President and CEO, Brian D. Holmes.

Chad has been in the securities and insurance business since 2003. He is also a licensed insurance agent (CA Lic. #0E38602).

Chad received his Bachelor of Science degree in Business Administration from the University of Colorado at Boulder. He earned the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board of Standards, Inc. and completed the CFP® professional education program in 2006, through the College for Financial Planning.

Chad currently resides in Los Angeles and enjoys spending his free time with his daughter. He is an active sportsman and has been a competitive ice hockey player since he was 10 years old.
Michael Macauley
MBA, CFA®, CFP®
Advisor
Michael Macauley

Michael Macauley

MBA, CFA®, CFP®
Advisor
Contact
Michael Macauley, MBA, CFA®, CFP® is an Advisor with the Century City office of SEIA. His practice areas include wealth management, retirement and estate planning. He also has extensive experience with life insurance and long term care planning. Michael has been in the investment management business for over 14 years, working with both institutional pension plan sponsors, family office investors and with individual clients and their families. Prior to SEIA, Michael worked with Wilshire Associates, a Santa Monica based investment consulting firm. He also worked with Julius Baer Investment Management, and with the Northwestern Mutual Life Insurance Company. He is a member in good standing of the CFA (Chartered Financial Analyst) Institute.

Michael is an active member of ProVisors, a Trusted Advisor organization. He is also a past member of Toastmasters International, a competitive public speaking organization. Michael was raised in Nigeria and in Czechoslovakia. Currently, he is a resident of El Segundo, California along with his wife and their two sons.

Michael received his MA in International Business from the University of Economics in Slovakia. He also received his MBA with an emphasis in Finance & Entrepreneurship from Loyola Marymount University, Los Angeles. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP). Michael also received the Chartered Financial Analyst (CFA) Charter from the CFA institute in 2006. He is also a licensed insurance agent (CA Ins. License #0G73288).
Eugene Lev
RICP®, AIF®
Advisor
Eugene Lev

Eugene Lev

RICP®, AIF®
Advisor
Contact
Eugene Lev, RICP®, AIF® is an Advisor with Signature Estate & Investment Advisors, LLC (SEIA).

Eugene Lev has over 12 years of experience in the financial services and investment management industry as a wealth advisor and investment consultant. As an Advisor, Eugene coordinates all stages of the financial planning process, assessing risk, asset allocation, investment implementation, and portfolio monitoring customized to the needs of his clients. Eugene holds the Retirement Income Certified Professional® designation, specializing in helping retirees and near-retirees develop a comprehensive plan for managing and using the assets they have accumulated for retirement. Eugene's goal is to help his clients live for today, as well as plan for tomorrow.

Eugene graduated with honors from the California State University, Northridge and holds a Bachelor's of Science in Finance and Real Estate. He received his Retirement Income Certified Professional® (RICP®) designation from the American College of Financial Services. Eugene is currently enrolled in the Bryant University CERTIFIED FINANCIAL PLANNER™ (CFP&®) curriculum. Eugene also is an effective bilingual communicator, fluent in English and conversational in Russian.

Eugene currently resides in Valencia, California with his wife and daughter. He is an avid soccer player and enjoys an active, healthy lifestyle.
John Williams
Associate Advisor
John Williams

John Williams


Associate Advisor
Contact
John Williams is the Associate Advisor to Paul Taghibagi. He started at SEIA in 2004 and has been working with Mr. Taghibagi to focus on investment management strategies for affluent individuals and businesses. Prior to SEIA, Mr. Williams joined the retail arm of Ladenburg Thalman & Co. in New York, where he became securities licensed. Mr. Williams graduated from Shepherd College in Shepherdstown, West Virginia with a Bachelor of Science degree in Economics.
Jessica Cherness
CFP®, AIF®
Associate Advisor
Jessica Cherness

Jessica Cherness

CFP®, AIF®
Associate Advisor
Contact
Jessica Cherness, CFP®, AIF®is an Associate Advisor with Signature Estate & Investment Advisors, LLC (SEIA). She joined the company in 2015 and has since become a central member of the team of Senior Partner Theodore E. Saade, CFP® , AIF®, CMFC®. The team's services include comprehensive financial planning, portfolio strategies and intergenerational wealth transfer.

Jessica received the CERTIFIED FINANCIAL PLANNER™ professional designation after completing the CFP® professional education program through the College for Financial Planning. She holds her Series 7 and 66 securities licenses and is also a licensed insurance agent (CA Ins. License #0L56221). Jessica graduated from Brown University and holds a Bachelor of Arts in Business, Entrepreneurship, and Organizations. While attending Brown, Jessica played four years of Division I softball and tutored fellow student-athletes in economics.

Jessica is a Los Angeles native and currently resides in Beverly Hills. She enjoys playing slow-pitch softball, beach volleyball, and hiking.
Cole Brownell
CFA®, CFP®
Associate Advisor
Cole Brownell

Cole Brownell

CFA®, CFP®
Associate Advisor
Contact
Cole Brownell, CFA®, CFP® is an Associate Advisor at SEIA and member of Senior Partner Theodore Saade's team. His areas of practice include developing investment and retirement strategies, creating financial plans, and working directly with clients. He has been working in the financial services industry since 2014 and was previously a financial advisor at Capstone Partners. Cole received his Bachelor of Science degree in Finance, magna cum laude, from California State University Northridge (CSUN) in 2016.

In 2018, he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. Cole also earned his Chartered Financial Analyst® (CFA®) designation in 2020 having passed the three levels of the exam on his first attempt. He holds series 7 and 66 licenses and is a licensed life & health insurance agent (CA Ins. License #0J05371).

As a native of Southern California, he spends his free time hiking, going to the beach, socializing with friends, and traveling.
Chris Gardner
CFP®, AIF®
Associate Advisor
Chris Gardner

Chris Gardner

CFP®, AIF®
Associate Advisor
Contact
Calvin Tseng
CFP®
Associate Advisor
Calvin Tseng

Calvin Tseng

CFP®
Associate Advisor
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Dana Aude
Registered Associate
Michaela Hurtienne
Registered Associate
Michaela Hurtienne

Michaela Hurtienne


Registered Associate
Contact
Grant Colin
Registered Associate
Kyle Steckler
MSBA
Registered Associate
Kyle Steckler

Kyle Steckler

MSBA
Registered Associate
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Rebecca Stoner
Registered Associate
Rebecca Stoner

Rebecca Stoner


Registered Associate
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Joyce Mizuhata
Client Services Manager
Joyce Mizuhata

Joyce Mizuhata


Client Services Manager
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Tanner Watson
Client Service Associate
Tanner Watson

Tanner Watson


Client Service Associate
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Andrew Lin
Director, Relationship Management
Andrew Lin

Andrew Lin


Director, Relationship Management
Contact
Matthew Kim
VP, Relationship Manager
Matthew Kim

Matthew Kim


VP, Relationship Manager
Contact
Christine Sol
Investment Strategist
Christine Sol

Christine Sol


Investment Strategist
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Raymond Wan
Portfolio Manager
Ethan Lam
Senior Portfolio Associate
Ethan Lam

Ethan Lam


Senior Portfolio Associate
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Justin Gocho
Portfolio Associate
Liselotte Richards
Compliance & Operations Specialist
Liselotte Richards

Liselotte Richards


Compliance & Operations Specialist
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Josh Woodard
CFA®
Research Analyst
Josh Woodard

Josh Woodard

CFA®
Research Analyst
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Ellen Baldecchi
Operations Associate
Ellen Baldecchi

Ellen Baldecchi


Operations Associate
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Rachel Otto
Accounting Associate
Jamison Williams
Visual Marketing Designer
Jamison Williams

Jamison Williams


Visual Marketing Designer
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Nicholas Bayz
Compliance Associate
Nicholas Bayz

Nicholas Bayz


Compliance Associate
Contact
Services
Frequently Asked Questions
  • How is SEIA different?
    Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm offering Investment Management and Financial Planning Services tailored to the unique needs of affluent individuals, institutions, and corporations. We provide an advisory partnership focused on helping achieve long-term financial goals and objectives.

    Given that we are held to a fiduciary standard, we keep your best interests always at heart. Our team of experienced professionals address your unique goals and objectives with a customized investment, estate, or financial plan. Our commitment to successful wealth management is built upon deeply-rooted and meaningful client relationships.
  • What is SEIA’s approach to investment management?
    SEIA’s six-step asset management process helps ensure that your financial goals and objectives are met:
    1. Determine investor needs
    2. Assess risk tolerance
    3. Review asset allocation
    4. Implement strategic plan
    5. Rebalance and monitor portfolio
    6. Comprehensively report

    Strategic Macro Allocation
    After calculating the range of probabilities for a specific risk tolerance, SEIA can determine which combination of assets might provide your best risk-adjusted return. Results are then analyzed to create an “Efficient Frontier” curve that highlights the appropriate mix of assets at a given level of risk. Strategic Macro Allocation provides guidelines to “buying low and selling high”* through rebalancing portfolio assets that have gone up in value against assets that have either retraced or stagnated, helping bring the portfolio back to the optimal allocation.

    Tactical Micro Allocation
    By employing Strategic Macro Allocation and Tactical Micro Allocation strategies, SEIA can potentially capture additional value by managing allocation shifts within a business cycle. These strategies also help prudent investors take advantage of shorter-term tactical trends that may favor various asset classes, sectors and industries.
     
    *Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. They are methods used to help manage investment risk. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.
  • What can I expect as a client of SEIA?
    SEIA combines its foundation in investment management and financial planning with advanced advisory services to create a truly customized client experience. Our holistic wealth management process includes the oversight and stewardship of all elements of your financial life. Along with our commitment to navigate the potential growth of your wealth, we help protect and preserve your estate by managing risk, developing efficient tax strategies, and planning for the distribution of your legacy.
  • What is a fiduciary financial advisor?
    A fiduciary must put your best interest above their own. A financial advisor who is a fiduciary has an ethical duty to recommend the best investments for you. Fiduciaries have a bond of trust with clients and must avoid conflicts of interest. If your financial advisor does not have a fiduciary duty to you, they may be able to recommend investments or products that pay them a bigger commission over ones that would be the best fit for you, which could cost you more.
  • Why do I need a financial advisor?
    Financial advisors are professionals who advise their clients on decisions related to wealth management and personal finance. This can include assessing your current financial situation and goals, developing a comprehensive plan that addresses your major areas of concern, providing ongoing advice as unexpected financial issues arise, setting up investment accounts and investing funds for you, and much more.

    Financial decisions can often be time consuming, overwhelming, and emotionally taxing. Having an unbiased financial advisor to assist with these decisions can be extremely valuable.
  • What is non-discretionary investment management?
    Signature Elite is a non-discretionary custom investment management platform designed for the high net worth individual. We incorporate a holistic investment management process collaborating with your tax, legal and other professionals to help meet your overall wealth management needs. The combination of Strategic Macro and Tactical Micro Allocation strategies with a third Dynamic Allocation Strategy creates your personalized Core-Satellite Portfolio.

    Special Situations
    • Diversification around Concentrated Positions
    • Tax-Loss Harvesting Opportunities
    • Strategically Unwind Concentrated Positions
    • Consideration of Legacy Assets
    Portfolio Customization
    • Individual Stocks and Bonds
    • Illiquid and Liquid Alternative Investments
    • Access to Institutional Class Investments
    • Laddered and Barbell Bond Strategies
     
    Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. They are methods used to help manage investment risk.
  • What is the Private Client Group (PCG)?
    Our private client group is tailored to the needs of affluent clients who entrust SEIA with managing over $5 million of assets. As part of the SEIA Private Client Group, clients have special access to customized financial solutions, services, and events.
  • What is the Signature Allocation Series (SAS)?
    Signature Allocation Series (SAS) is a discretionary model platform engineered for various time-horizons and objectives to meet a client’s personalized investment needs. Using an open-architecture platform, these models incorporate multiple asset classes, investment styles, and investment vehicles.

    The investment strategy employs both Strategic Macro Allocation and Tactical Micro Allocation capturing opportunities within the business cycles.

    The portfolio is professionally monitored on a continuous basis. SEIA will automatically rebalance/reallocate investments in accordance with the Investment Policy Statement.
     
    Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. They are methods used to help manage investment risk. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.
  • What is the Signature Fund For Giving (SFFG)?
    Philanthropy is a long-standing pillar for the employees of SEIA. In our mutual recognition of the importance of giving back, we came together as a firm to pool our resources in support of children’s causes. The SEIA Signature Fund for Giving helps support local youth who represent tomorrow’s leaders and innovators.
  • Does SEIA offer socially responsible investment strategies?
    SEIA understands that sound investment advice and allocating investments based on one’s values are not mutually exclusive. Together, values-based investing can achieve both goals. Investors can ‘do good’ with impactful investments to promote sustainable conditions achievable through three main tenets—the Environment, the Society, and Corporate Governance (ESG). Your values can dictate your portfolio, and SEIA can help guide you through the process.
  • What are the key types of investments?
    There are many types of investments, but some of the most popular are:
    • Stocks: an investment in a specific company
    • Bonds: a loan to a company or government
    • Mutual funds: a pool of money from many investors that employ a professional manager to invest across a large number of investments all at once
    • Exchange-traded funds (ETFs): Similar to a mutual fund in that it’s a pool of money from many investors that invests across a large number of investments all at once, but trades on an exchange and can be purchased or sold throughout the day
  • What are the key components of financial planning?
    There are many elements of a financial plan:
    • Financial goals: What you want to accomplish in the short, medium, and long-term
    • Net worth statement: An itemized list of your assets and your debts
    • Budget and cash flow planning: An assessment of where your money is going over the course of time
    • Retirement plan: Understanding your retirement goals and assessing your readiness to retire
    • Emergency funds: Making sure you set aside enough cash to cover essential living expenses in the event of the unexpected
    • Insurance coverage: Important to protect in the event of an unexpected event. This can include health, disability, auto, homeowners, renters, and life insurance
    • Estate plan: This can include a will, trust, healthcare power of attorney, and financial power of attorney
  • What are the key steps in risk management?
    Here are five distinct methods, or strategies of dealing with risk:

    1. Risk avoidance: Avoid those high risk activities in your life that, should they happen, would be catastrophic to your personal financial plan. Examples of these activities would be speeding, dangerous sports, smoking, etc.

    2. Risk retention: To personally assume the risk, in essence self-insuring. In this case the risk must not impose a substantial financial or non-financial threat to you. For example, “I do not insure my life because I have no debts or obligations,” or “I forego long-term care insurance because I believe I have enough in financial assets and cash flow to pay out-of-pocket for this type of medical care.”

    3. Risk reduction: There are two sub strategies to this method: Loss Prevention and Control, for example: use of fire and burglar alarms, air bags, and smoking and weight control programs. Risk reduction can also involve minimizing risk by using an insurance company that uses the law of large numbers to maintain their solvency.

    4. Risk sharing: In this strategy one assumes a limited degree of manageable risk and transfers the balance of the risk to one or more organizations. For example, I choose a high deductible health plan that would require me to pay the first $5,000 of any major health bills, but would then pick up 100% of the cost after that. This risk sharing agreement allows me to cut my monthly insurance premiums by 40%. I can cover the $5,000 in risk and hope that over the long run my reduction in premiums justifies the risk of having to pay $5,000 out-of-pocket.

    5. Risk transfer: I transfer risk completely to a third party in consideration of an insurance premium. Life, disability, and liability risks are often dealt with in this way.
  • What’s the difference between a will and estate plan?
    Along with a trust, healthcare power of attorney, and financial power of attorney, a will is an important part of an estate plan. A will outlines your wishes for the assets you own at your passing. It allows you to name the people you’d like to leave something to upon your death. In most states, without a will, your assets will follow a process called probate, in which the state determines how your assets are distributed based on state law. A will allows your assets to skip the probate process and be distributed as you wish.
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