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Newport Beach, CA

Address
610 Newport Center Drive, Suite 300, Newport Beach, CA 92660
Fax
(949) 691-3065
Hours of Operation
Today - -
Newport Beach
Newport Beach
Located in the heart of Fashion Island, a destination shopping center overlooking the Newport Harbor, SEIA Newport Beach serves a diverse clientele of affluent individuals, athletes, families, and corporations. Our firm offers portfolio management, retirement planning, estate & legacy planning, and philanthropic & family foundation management.
We are proud to support several local organizations such as Children's Hospital of Orange County, Goodwill of Orange County, and various youth sports.
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
Newport Beach, CA TEAM
Mark E. Copeland
CFP®, AIF®
Founding Partner
Mark E. Copeland

Mark E. Copeland

CFP®, AIF®
Founding Partner
Contact

Mark E. Copeland, CFP®, AIF® is a Founding Partner in Signature Estate & Investment Advisors. He is one of SEIA's four founding partners who have shared over two decades of teamwork together. Mr. Copeland's emphasis is Investment Planning and Wealth Management with affluent individuals, athletes and corporations. Currently, he is a licensed independent insurance broker and Partner with Signature Comprehensive Insurance Services, LLC (SCIS).

Since 1988, Mr. Copeland has been in the securities and insurance business. His current memberships include the International Board of Certified Financial Planners and the National Association of Insurance & Financial Advisors. He currently resides in Orange County, California with his wife and four children.

Mr. Copeland received his Bachelors of Science degree in Political Science from the 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 through the College of Financial Planning in 1993. He is also a licensed insurance agent (CA Insurance Lic. #0750414).

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

Terence Da Cunha
CFP®, AIF®
Senior Partner
Terence Da Cunha

Terence Da Cunha

CFP®, AIF®
Senior Partner
Contact
Terence E. Da Cunha is a Senior Partner with Signature Estate & Investment Advisors, LLC in the Newport Beach branch. Mr. Da Cunha joined SEIA in September of 2006. His emphasis is Investment Planning and Wealth Management, and he is very well versed in the discipline of technical analysis for portfolio risk management.

Mr. Da Cunha has been in the securities business since 1990 and has been managing portfolios for over 28 years. He began his investment career in Newport Beach, California as a financial advisor and from there he went on to a Private Investment Bank in Orange County serving as a Vice President of Investments for six years. At his prior firm, Mr. Da Cunha was also involved in training new financial advisors.

He was born in Nairobi, Kenya, but spent most of his formative years in Orange County where he currently resides with his wife and their two sons. He is very active in the San Clemente community donating his time to the Rotary Club of San Clemente and his church.

Mr. Da Cunha received his Bachelor of Arts degree in Economics from California State University, Long Beach in 1989. He earned the Accredited Investment Fiduciary® (AIF®) professional designation in 2012 from Fiduciary360, receiving formal training in investment fiduciary responsibility. In 2013, Mr. Da Cunha earned his CERTIFIED FINANCIAL PLANNER™ certification, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. He is also a licensed insurance agent (CA Ins. License #0F61938).
Michael Evans
CFP®, CMFC®
Partner
Michael Evans

Michael Evans

CFP®, CMFC®
Partner
Contact
Michael Evans, CFP® is a Partner at Signature Estate & Investment Advisors, LLC. Mr. Evans has been in the securities and insurance business since 1996. Prior to becoming an Advisor at SEIA, Mr. Evans was a consultant with Charles Schwab's private client group in Palos Verdes, California.

Aside from his work at SEIA, he is an active member of the Financial Planning Association. Mr. Evans is married with two children and is a lifelong resident of Orange County, California.

Mr. Evans received his Bachelors of Arts degree in Business Administration with an emphasis in Economics from California State Fullerton University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is also a licensed insurance agent (CA Ins. License #0B79028).
Hampton C. Adams III
AIF®
Financial Advisor
Hampton C. Adams III

Hampton C. Adams III

AIF®
Financial Advisor
Contact
Hampton C. Adams, M.B.A., AIF® is a Financial Advisor with Signature Estate & Investment Advisors, LLC (SEIA) in the Newport Beach office. Mr. Adams received his Bachelor of Science degree in Engineering from the University of Southern California (USC) in 1986. He then went on to complete his M.B.A. at the University of Virginia (Darden School of Business). Currently he is a Registered Representative of, a licensed insurance agent (CA Ins. Lic. # OI44209) and is a member of the CFA Society of Los Angeles and the Financial Planning Association of Orange County. He also earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility.

Since 1988 Mr. Adams has been in the financial services industry with a focus on economics, research and portfolio management. Prior to joining SEIA, he held positions with several investment banks including; Citicorp Securities, Prudential Securities and CIBC World Markets as well as the economic consulting firm of Arthur B. Laffer & Associates. Many notable individual clients, executive groups and corporations have retained him for seminars and private consultations. He has been featured in the press and quoted for his insights on the markets.

Mr. Adams and his family reside in Orange County, California. He is active in the community having served as a Group Leader in the YMCA Adventure Guides Program, a middle school basketball coach, an AYSO-certified soccer referee, and an usher at St. Joachim Catholic Church.
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.

Ronald Reyes
CMT®, CMFC®
Senior Manager, Trading Technologies
Ronald Reyes

Ronald Reyes

CMT®, CMFC®
Senior Manager, Trading Technologies
Contact
Ronald Reyes, CMT®, CMFC® is a Senior Trader at our Newport Beach office. Ronald is engaged in our daily trading operations, specializing in best execution and developing trading processes.

Ronald began his career with Crowell Weedon & Co. as a floor broker on the Pacific Stock Exchange in Los Angeles. Ronald served as a Partner, Proprietary Trader with them for 13 years. In 2012, Ronald joined Electronic Transaction Clearing, where he managed the clearing firm's day-to-day trading operations. He was promoted to Vice-President, Managing Director of Operations and was responsible for the strategic implementation of technological solutions to improve business operations and efficiency.

Ronald is an active member of the Security Traders of Los Angeles and the CMT - Los Angeles Chapter. Ronald currently resides in Huntington Beach with his wife and daughter.
Bill Collopy
MBA, CMFC®, AIF®
Advisor
Bill Collopy

Bill Collopy

MBA, CMFC®, AIF®
Advisor
Contact
Bill Collopy, MBA, CMFC®, AIF® is an Advisor at SEIA. He facilitates all stages of the financial planning process, constructs customized portfolio strategies, and performs due diligence while monitoring investment performance. Bill specializes in creating a comprehensive plan to help retirees and near-retirees reach their long-term goals.

He is a lifelong resident of Orange County, California. Bill enjoys playing golf, scuba diving, and skiing. As an avid photographer, he also enjoys traveling the world with his wife and cameras.

Bill received his Bachelor of Arts degree in Geography and Satellite Imagery from the University of California, Santa Barbara in 2002. Additionally, in 2011, he received his Master of Business Administration from Chapman University. He also holds his Series 7 and Series 66 securities licenses and earned his Accredited Investment Fiduciary® (AIF®) professional designation in 2015, after receiving formal training in investment fiduciary responsibility from Fiduciary360. At the College of Financial Planning, Bill earned his Chartered Mutual Fund Counselor® (CMFC®) designation in 2016 and is currently enrolled in their CERTIFIED FINANCIAL PLANNER™ (CFP®) curriculum. He is also a licensed insurance agent (CA Ins. License #0125302).
Chad Miller
CFA®
Financial Advisor
Chad Miller

Chad Miller

CFA®
Financial Advisor
Contact
Chad Miller, CFA® is a Financial Advisor on Mark Copeland's team at SEIA. Chad blends his intellectual curiosity and focused process to deliver premium advice to his clients. He utilizes an in-depth understanding of their needs to tailor and implement specific solutions that help clients achieve their financial goals. His focus includes market research, portfolio construction and retirement planning.

Chad joined SEIA in early 2015 after beginning his finance career at Merrill Lynch. Chad received his Bachelor of Science degree in Business Economics from the Wharton School at the University of Pennsylvania and he earned his Chartered Financial Analyst® designation in 2018. He is also a licensed insurance agent (CA Ins. License #0K37543).
Brian Schiazzano
AAMS®
Advisor
Kyle McPherson
Associate Advisor
Stephanie Perkins
AIF®
Client Service Manager
Stephanie Perkins

Stephanie Perkins

AIF®
Client Service Manager
Contact
Natalie Rodgers
Client Service Manager
Natalie Rodgers

Natalie Rodgers


Client Service Manager
Contact
Kelli French
Client Services Manager
Kelli French

Kelli French


Client Services Manager
Contact
Ghazal Zamani
Software Development Manager
Ghazal Zamani

Ghazal Zamani


Software Development Manager
Contact
Tyson Fong
Business Analyst
Toan Nguyen
Senior Software Developer
Toan Nguyen

Toan Nguyen


Senior Software Developer
Contact
Natalie Boblit
Client Service Associate
Natalie Boblit

Natalie Boblit


Client Service Associate
Contact
John Van Dalsem
Client Service Associate
John Van Dalsem

John Van Dalsem


Client Service Associate
Contact
Services
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