Newport Beach, CA
- Wheelchair accessible elevator
- Wheelchair accessible entrance
- Wheelchair accessible restroom
- 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.
Mark E. Copeland
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
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).
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. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is also a licensed insurance agent (CA Ins. License #0B79028).
Hampton C. Adams III
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.
Jim started his career as an advisor in 2004 at Morgan Stanley, transitioned to Wells Fargo Advisors in 2010 and eventually went independent in 2015. This experience has given Jim a broad understanding of the investment industry and an expanded view of multiple investment strategies. Jim received his Bachelor of Science degree in Marine Biology from the University of California, Santa Cruz. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2009. He is also a licensed insurance agent (CA Ins. License #0E43323).
Jim is an Orange County, California native and resides in San Clemente. In his free time, he enjoys an active lifestyle of surfing, snowboarding, and traveling with his kids.
Senior Manager, Trading Technologies
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.
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 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).
Investment ManagementOffering Strategic, Tactical & Dynamic Asset Allocation Strategies with ongoing monitoring and performance reporting
Comprehensive Financial PlanningProviding Financial, Estate, Retirement, Investment and Tax Planning with a CERTIFIED FINANCIAL PLANNER™ professional
Investment SolutionsAssessing and implementing College Savings and Retirement Strategies/Variable Products/401(k)s/Pensions
Risk ManagementReviewing and implementing Life Insurance and Long-Term Care coverage for your estate
Tax PlanningCollaborating with your tax professionals to help provide Tax-Efficient Strategies.
Trust & Estate PlanningConsulting with attorneys to help protect and preserve your legacy through Trust and Estate Planning
Business Advisory ServicesWorking with business owners and ERISA fiduciaries to help design Company Retirement Plans, Employee Benefits and Transition Planning
Wealth CounselingProviding counsel to families, couples and partners to help bring continuity to future generations.
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