San Mateo, 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.
Brian D. Holmes
Brian D. Holmes, MS, CFP®, AIF® is the President and CEO of SEIA. As of December 31, 2021, SEIA and its affiliates manage $17.0 billion of assets. He is one of SEIA's four founding partners, who have shared over two decades of teamwork together and he currently sits on SEIA's investment committee. Brian has been in the investment management business for over 35 years, maintaining a successful independent private practice with his team for over 300 clients.
Brian was named to the Barron's Hall of Fame in 2019, as one of 145 advisors nationwide. Each member of the Hall of Fame has appeared in ten or more Barron's Top 100 Advisor Rankings. He is the only advisor from Los Angeles and Orange Counties to make the elite Barron's Top 100 Independent Advisors from 2008-2018. Worth Magazine ranked Brian among the nation's Top 250 Financial Advisors of 2008 and featured him from 2010-2019 in "Leading Wealth & Legal Advisors."
He is a past member of the Schwab Institutional Advisory Board and served on the UCLA Department of Economics Board of Visitors to enhance the curriculum of the Business Economics major. Many notable clients, executive groups, corporations and universities have retained him for lectures, including guest lectures at UCLA's undergraduate Economics and Investments classes. Brian is involved with numerous charities in the Southern California area. He has been a resident of Malibu, California since 1987 along with his wife, son and daughter.
Brian received his Bachelor of Arts degree in Psychology with an emphasis in Business Administration from UCLA in 1983. Additionally, in 1994, he received a Master of Science degree in Financial Planning from the College of Financial Planning. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 1988, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. In 2011, Brian 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 #0657377).
For additional information on awards and accolades received, please refer to our Disclosure Information page.
Gary K. Liska
Gary has been featured in Worth Magazine, a publication for high-net worth individuals and their financial advisors. Also, he is currently a member of SEIA's Investment Committee, which meets monthly to analyze current market trends on the fixed income and equity markets, as well as alternative investments. Gary proudly achieved his Eagle Scout Award in 1987 and is currently a member of the Eagle Scout Association. He is also involved in charities such as Signature Fund for Giving. He lives in Pacific Palisades, California with his wife and two sons.
Gary received his Bachelor of Science degree in Economics from the University of California, Santa Cruz. He received his Master of Science degree with an academic emphasis in Financial Planning from the College of Financial Planning in 2004. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards, Inc. after completing the CFP® professional education program in 1996. He completed the Chartered Mutual Fund Counselor (CMFC®) Education program in 1998. Gary has earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360 and has received formal training in investment fiduciary responsibility. Gary also holds the Accredited Asset Management Specialist (AAMS®) designation. He is also a licensed insurance agent (CA Insurance License #0B39385).
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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