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Address
Phone (626) 795-2944
Hours of Operation
Pasadena, CA
155 N Lake Avenue, Suite 780, Pasadena, CA 91101
Fax
(626) 795-2994
Today - -
- Monday: 08:30 AM - 05:00 PM
- Tuesday: 08:30 AM - 05:00 PM
- Wednesday: 08:30 AM - 05:00 PM
- Thursday: 08:30 AM - 05:00 PM
- Friday: 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
- Restroom
- LGBTQ friendly
- Service options
- Online appointments
- Onsite Services
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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.
Pasadena, CA TEAM
Fritz Miller
CFP®, ChFC®, AIF®
Senior Partner
Fritz Miller, CFP®, ChFC®, AIF® is a Senior Partner at Signature Estate & Investment Advisors, LLC's (SEIA) Pasadena office. His emphasis is investment management and retirement income planning for affluent families and private companies. As a CERTIFIED FINANCIAL PLANNER™ he works with clients from a comprehensive wealth management focus. Since 1985, Mr. Miller has been in the financial services business and has addressed a variety of audiences, giving hundreds of seminars over the years. He enjoys speaking to service groups, corporations and charitable organizations on topics pertaining to investments, retirement and estate planning.
Mr. Miller received his Bachelor of Arts (B.A.) degree in Economics from the University of California, Los Angeles (UCLA). He completed the Chartered Financial Consultant (ChFC® ) program through the American College and also obtained the CERTIFIED FINANCIAL PLANNER certification through the CFP Board of Standards, Inc. Additionally, he has earned the Accredited Investment Fiduciary® (AIF® ) professional designation. He is also a licensed insurance agent (CA License # 0685877). Fritz is married with four children and has lived in the Pasadena area for more than 25 years. He enjoys remaining active in several Pasadena area charities and UCLA charitable endeavors.
Mr. Miller received his Bachelor of Arts (B.A.) degree in Economics from the University of California, Los Angeles (UCLA). He completed the Chartered Financial Consultant (ChFC® ) program through the American College and also obtained the CERTIFIED FINANCIAL PLANNER certification through the CFP Board of Standards, Inc. Additionally, he has earned the Accredited Investment Fiduciary® (AIF® ) professional designation. He is also a licensed insurance agent (CA License # 0685877). Fritz is married with four children and has lived in the Pasadena area for more than 25 years. He enjoys remaining active in several Pasadena area charities and UCLA charitable endeavors.
Robert J. Curtiss
CFP® , CWS® , AIF®
Financial Advisor
Robert J. Curtiss, CFP® , CWS® , AIF® is a Financial Advisor in the Pasadena office of Signature Estate & Investment Advisors (SEIA). His focus areas include fiduciary investment management for individuals and retirement plans, retirement planning and strategies involving handling concentrated, highly appreciated stock positions. Robert has been in the investment management and insurance business for over 20 years.
Robert is involved with numerous charities and philanthropic groups throughout southern California. He is a member of the UCLA Extension Personal Financial Planning Program Advisory Board. He is a 26-year resident of Pasadena, California along with his wife, son and daughter.
Robert received his Bachelor of Science degree in Pharmacology from the University of California, Santa Barbara. He received a Master of Public Administration with an emphasis in Intergovernmental Management from the University of Southern California.
He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2001, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. In 2015, Robert 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 #0B95743).
Robert is involved with numerous charities and philanthropic groups throughout southern California. He is a member of the UCLA Extension Personal Financial Planning Program Advisory Board. He is a 26-year resident of Pasadena, California along with his wife, son and daughter.
Robert received his Bachelor of Science degree in Pharmacology from the University of California, Santa Barbara. He received a Master of Public Administration with an emphasis in Intergovernmental Management from the University of Southern California.
He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2001, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. In 2015, Robert 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 #0B95743).
John Rasic
CFA®, CMFC®, AIF®
Advisor
John Rasic, CFA®, CMFC® is an Advisor at SEIA. In 2015, he joined as a Research Analyst in the Century City office. After 4 years of being a vital member of SEIA's research department, he teamed up with Senior Partner, Fritz Miller, in the Pasadena office. His research background helps him place a special emphasis on customized portfolio management in conjunction with retirement and estate planning.
While on the research team, John was instrumental in helping with the adoption and creation of the firm's ESG (Environmental, Social, and Governance) platform. He also was a key person in the due diligence and onboarding of many of the firm's Private and Alternative Investments. He is a native of the Pasadena area and is a current resident of Santa Monica, California.
John received his Bachelor of Arts degree in Business Administration and Management and a Minor in Chinese Studies from Drew University, where he played collegiate baseball. John earned his Chartered Financial Analyst®(CFA®) designation in 2021. John has also been a Chartered Mutual Fund Counselor®(CMFC®) since in 2017.
While on the research team, John was instrumental in helping with the adoption and creation of the firm's ESG (Environmental, Social, and Governance) platform. He also was a key person in the due diligence and onboarding of many of the firm's Private and Alternative Investments. He is a native of the Pasadena area and is a current resident of Santa Monica, California.
John received his Bachelor of Arts degree in Business Administration and Management and a Minor in Chinese Studies from Drew University, where he played collegiate baseball. John earned his Chartered Financial Analyst®(CFA®) designation in 2021. John has also been a Chartered Mutual Fund Counselor®(CMFC®) since in 2017.
Stephanie Mills
Client Services Manager
Julia Fahlen
Wealth Coordinator
Frequently Asked Questions
- How is SEIA different?
- What is SEIA’s approach to investment management?
- What can I expect as a client of SEIA?
- What is a fiduciary financial advisor?
- Why do I need a financial advisor?
- What is non-discretionary investment management?
- What is the Private Client Group (PCG)?
- What is the Signature Allocation Series (SAS)?
- What is the Signature Fund For Giving (SFFG)?
- Does SEIA offer socially responsible investment strategies?
- What are the key types of investments?
- What are the key components of financial planning?
- What are the key steps in risk management?
- What’s the difference between a will and estate plan?
- How do you get paid?
- What are your qualifications?
- What investment benchmarks do you use?
Would you like to speak with an advisor?
Tell us about yourself, and we’ll reach out to schedule a complementary consultation.
Tell us about yourself, and we’ll reach out to schedule a complementary consultation.
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