Redondo 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.
Managing Senior Partner
Vince DiLeva, MS, CFP®, AIF® is a Managing Senior Partner with SEIA. His emphasis is in investment management and overall wealth management strategies with affluent individuals and corporations. With over $17 billion of assets as of 12/31/21, SEIA's infrastructure supports a customized investment management approach. Vince's focus is on personally-crafted portfolios that keep clients on track to meet both their short-term and long-term goals. He assists in managing the many complexities of your busy financial life including risk management, investment, retirement, tax and estate planning.
Vince has been in the securities and insurance industry since 1996. He currently serves on SEIA's Investment Committee, which meets monthly to analyze current trends in the fixed income, equity and alternative investments markets.
Vince received his Bachelor's degree in Business Administration with an emphasis in Finance and Marketing from Loyola Marymount University. He received his Master of Science degree with an academic emphasis in Financial Planning from the College of Financial Planning in 2003. He earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. in 1999. Additionally, he attained the Chartered Mutual Fund Counselor (CMFC) designation in 2000 and the Accredited Investment Fiduciary® designation. Currently, he is a Partner with Signature Comprehensive Insurance Services, LLC (SCIS) and a licensed insurance agent (CA Ins. License #0B84300).
For additional information on awards and accolades received, please refer to our Disclosure Information page.
Eric C. Pritz
His ongoing success is attributed to his passionate commitment to the financial well-being of his clients. He is also an executive member of The LA25, an entrepreneurial group of wired South Bay professionals. Additionally, Eric serves on the board of directors as treasurer of The LA25 Foundation, a charitable organization, dedicated to improving the lives of children through education and the arts. Eric has been a resident of Manhattan Beach since 2003 along with his wife, daughter, and son.
He received his Bachelors of Arts degree in Business Economics from the University of California, Santa Barbara. In 2007, he received the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. and has been a Chartered Mutual Fund Counselor (CMFC®) since 2009. Eric is a licensed independent insurance broker with Signature Comprehensive Insurance Services, LLC (SCIS) and a licensed insurance agent (CA Ins. License #0E55966).
Len is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary® (AIF®) who has written many articles published in Worth magazine, a publication for high-net-worth individuals and their financial advisors. He received his M.B.A. in Finance, Marketing, and Entrepreneurship from the full-time program at the UCLA Anderson School of Management, where he was a recipient of the coveted Larry Wolfen Entrepreneur Award. He also received his B.A. from Colgate University, where he played four years of Division 1 lacrosse, performed in The Colgate Thirteen, achieved the Dean's Award for Academic Excellence, and was a member of the Theta Chi fraternity. Len holds his Series 7 and Series 66 securities licenses. He is also a licensed insurance agent (CA Ins. License #0L46886), and he is fluent in Spanish.
Len currently resides in Hermosa Beach with his wife, daughter, and son. When not spending time with his family, he enjoys skiing, surfing, travel, performing live music, and playing beach volleyball. He is also involved in charities such as Signature Fund for Giving.
Jeff graduated from the University of San Diego with a Bachelor of Science Degree in Biology and Chemistry. Jeff holds the Chartered Financial Analyst® (CFA®) designation issued by the CFA Institute. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, issued from the Certified Financial Planner Board of Standards, Inc., and retains his Series 7 and 66 securities licenses. He is also a licensed insurance agent (CA Ins. License #0E95712).
Prior to joining SEIA, Kyle was an Associate Advisor at a premier investment and financial planning firm in New York City. There he excelled in servicing the needs of high net worth individuals in retirement planning, investment management, and tax planning. Kyle received the CERTIFIED FINANCIAL PLANNER™ designation after completing the CFP® professional education program through the College for Financial Planning. He holds his Series 7 and 66 securities licenses and is also a licensed insurance agent (CA Ins. License #0H47335).
Kyle graduated from New York University's Stern School of Business where he completed his Bachelor of Science degrees in both Finance and Economics. While at NYU, he also served as captain of the men's golf team and earned Division III All-America Scholar honors.
Kyle is a California native and currently resides in Hermosa Beach. He enjoys playing golf, beach volleyball, and traveling the world.
Charley has experience with asset management, commodities trading, and utilizing financial planning skills to helps clients plan for retirement, whether it’s by managing and meeting their cash-flow needs, or conducting scenario analyses around key life questions such as delaying social security, downsizing the home, converting a traditional IRA to a Roth IRA, etc.
Charley is a lifelong resident of the South Bay, where he grew up playing hockey, which he went on to play at the collegiate level. When not spending time working with clients, Charley can be found trying to master Tiger’s golf swing, playing roller hockey at a local rink, or playing beach volleyball with friends.
Charley received his Bachelor of Science degree in Finance from the W.P. Carey School of Business at Arizona State University. He holds his Series 7 and Series 66 securities licenses, and he is currently working toward the CERTIFIED FINANCIAL PLANNER™ designation.
Client Service Associate
Chelsea Traub is a Client Service Associate in SEIA's Redondo Beach office. Before joining SEIA, she was an Investment Associate at RBC Wealth Management, where she was responsible for financial planning, research, and managing credit solutions.
Beginning her career in wealth management at the JP Morgan Private Bank, Chelsea was part of the ultra-high-net-worth Financial Institutions Group. In this role, she supported multiple banking teams in servicing hedge fund founders, enhancing the day-to-day management of their finances by providing essential services to help ensure their wealth planning kept pace with their financial success.
Chelsea received her Bachelor of Business Administration degree in Finance from Iona College in 2010. She also obtained her Series 7 and 66 licenses while at JP Morgan to move into the JP Morgan Securities division.
She currently lives in Los Angeles, California and enjoys traveling and volunteering. Chelsea serves on the advisory committee for Empowers Africa Foundation, which provides support programs in the areas of human empowerment, wildlife protection, and land conservation in sub-Saharan Africa.
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.
Tell us about yourself, and we’ll reach out to schedule a complementary consultation.