Skip to main content
Back button

Redondo Beach, CA

Address
1848 S Elena Avenue, Suite 100, Redondo Beach, CA 90277
Fax
(310) 712-2377
Hours of Operation
Today - 08:30 AM - 05:00 PM
Redondo Beach
Redondo Beach
SEIA Redondo Beach is located in the heart of the Riviera Village in Redondo Beach at the base of Palos Verdes just a short drive from Manhattan Beach and Hermosa Beach. While we cater to individuals, corporations, and foundations nationwide, we consider the South Bay our home.
As a community-based firm, we spend time in our own altruistic endeavors—donating our time and monetary support to organizations such as local education foundations, the Be the Match Foundation, the LA25 Foundation for the Arts & Leukemia & Lymphoma Society. We look forward to partnering with you and your family to pursue your financial goals.
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
Redondo Beach, CA TEAM
Vince DiLeva
MS, CFP®, AIF®
Senior Partner
Vince DiLeva

Vince DiLeva

MS, CFP®, AIF®
Senior Partner
Contact

Vince DiLeva, MS, CFP®, AIF® is a Senior Partner with SEIA. His emphasis is in investment management and overall wealth management strategies with affluent individuals and corporations. With over $9 billion of assets*, 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
CFP®, CMFC®
Senior Partner
Eric C. Pritz

Eric C. Pritz

CFP®, CMFC®
Senior Partner
Contact
Eric C. Pritz, CFP®, CMFC® is a Senior Partner with SEIA. He has been providing financial advice and wealth management services to high net worth individuals, organization and companies for over 15 years and has been active in the financial industry since 2001.

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 Hirsh
MBA, CFP®, AIF®
Financial Advisor
Len Hirsh

Len Hirsh

MBA, CFP®, AIF®
Financial Advisor
Contact
Len Hirsh, MBA, CFP®, AIF® is a Financial Advisor with Signature Estate & Investment Advisors, LLC (SEIA). He provides holistic wealth-management services to high-net-worth individuals, organizations and companies. Len's emphasis is in investment management, retirement planning, and estate planning strategies primarily for affluent entrepreneurs, executives and entertainers.

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 Zuanich
CFP®, CFA®
Advisor
Jeff Zuanich

Jeff Zuanich

CFP®, CFA®
Advisor
Contact
Jeffrey M. Zuanich, CFP®, CFA® is an Advisor with SEIA. He works with Senior Partner, Vince A. DiLeva, and his team. Jeff's primary focus is on investment management strategies for affluent individuals and businesses. To complement, he develops retirement and estate planning directives as part of a holistic management approach. He believes in using a forward looking approach to economic conditions, diligent analysis of investments, and maintaining objectivity. This allows both himself and the firm to best serve clientele with integrity and respect. Jeff has been working in investment management since 2007. In his free time, enjoys spending time with his wife, son and daughter.

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).
Kyle Demshki
CFP®
Advisor
Kyle Demshki

Kyle Demshki

CFP®
Advisor
Contact
Kyle Demshki, CFP® is an Advisor with SEIA. He joined the firm in 2017 and works on the team of Partner, Eric C. Pritz. He focuses on investment management and financial planning strategies for high net worth individuals.

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.
Sara Hendrix
Client Service Manager
Sara Hendrix

Sara Hendrix


Client Service Manager
Contact
Tammy Patterson
Client Service Manager
Tammy Patterson

Tammy Patterson


Client Service Manager
Contact
Charley Edson
Associate Advisor
Charley Edson

Charley Edson


Associate Advisor
Contact
Charley Edson is an Associate Advisor on Len Hirsh's team at SEIA. His specialties include portfolio management and financial planning. Charley has been in the investment management industry since 2015, and prior to joining Len's team, he worked in SEIA's Department of Investment Management and Economic Strategy (DIMES) as a Research Analyst.

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.
Ilya Solovey
Client Service Manager
Ilya Solovey

Ilya Solovey


Client Service Manager
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.
Would you like to speak with an advisor?

Tell us about yourself, and we'll reach out to schedule a complementary consultation.

By submitting the above information, you acknowledge that the information you are providing is subject to our Privacy Policy and Terms of Use. You also consent to receive information from SEIA Marketing. To opt out of marketing emails, follow the opt-out instructions in the email received.

Want to speak with someone right now? Give us a call at (800) 723-5115.

OTHER NEARBY LOCATIONS
Los Angeles, CA
Los Angeles, CA
2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067
Pasadena, CA
Pasadena, CA
155 N Lake Avenue, Suite 780, Pasadena, CA 91101
Newport Beach, CA
Newport Beach, CA
610 Newport Center Drive, Suite 300, Newport Beach, CA 92660