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Los Angeles - Investment Mgmt |
Specialties: Financial Advisor / Wealth Management |
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Paul TaghibagiSenior Partner - Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors, LLC is a Registered Investment Advisory Firm offering fee based Investment Management and Financial Planning services tailored to the unique needs of affluent individuals, institutions, and corporations.
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(310)712-2323
(310)712-2345 Fax
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2121 Avenue Of The Stars
Los Angeles, CA 90067-5040 -
MAP
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| Profession |
Investment Mgmt |
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| Specialty |
Financial Advisor / Wealth Management |
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| Group |
BW |
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| Business Name |
Signature Estate & Investment Advisors LLC |
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| Title |
Senior Partner |
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| Address |
2121 Avenue Of The Stars
Suite 1600
Los Angeles, CA 90067-5040
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| Work Phone |
(310)712-2323 x2333 |
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| Fax |
(310)712-2345 |
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| Web Site |
www.seia.com |
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| Member 1-Sheet |
Click to view
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| Member Since |
7/2009
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Signature Estate & Investment Advisors, LLC is a Registered Investment Advisory Firm offering Investment Management and Financial Planning services tailored to the unique needs of affluent individuals, institutions, and corporations.
SEIA believes successful wealth management is the result of an ongoing collaboration between investor and advisor, built upon trust and maintained according to the highest standards of integrity and expertise. The mission of SEIA is to provide clients with a partnership that complements and exceeds their long-term goals and objectives. In pursuit of this mission, SEIA strives to achieve these core objectives:
• Maintain clients' long-term goals and objectives as the absolute priority.
• Provide clients with the highest quality comprehensive wealth management services.
• Tailor each financial plan and investment supervisory service to individual client needs.
• Continuously meet the highest levels of educational degrees and professional accreditation.
• Conduct business with unparalleled integrity according to an exceptionally high ethical standard.
• Affirm our commitment to the philanthropic needs of the local communities in which we live and work.
Signature Estate & Investment Advisors, LLC was recognized in Barron’s Magazine as one of the Top 100 Independent Advisors in 2007, 2008, and 2009.
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Signature Estate & Investment Advisors, LLC offers comprehensive wealth management services, with primary focus on managing clients’ investment portfolios.
A six-step asset management process is designed to ensure that financial goals and objectives are met:
• Determine investor needs and objectives
• Assess risk tolerance and investor suitability
• Review asset allocation classes and styles
• Implement strategic plan
• Rebalance and monitor portfolio
• Comprehensively report the results
SEIA partners with each client to create an individually tailored wealth management strategy. Confidential, unbiased, high-quality financial advice is the core of our wealth management strategies.
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Some examples of specific clients we work with are executives, business owners, affluent individuals, institutions, and corporations. Many, but not all, of our clients are at or nearing retirement. In addition, we provide investment management for charitable foundations, family trusts, and corporations.
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While our clients work in various industries, we do work with many physicians, attorneys, corporate executives, and business owners.
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2121 Avenue of the Stars, Suite 1600
Los Angeles, CA 90067
2010 Main Street, Suite 350
Irvine, CA 92614
3452 E. Foothill Blvd., Suite 1140
Pasadena, CA 91107
8607 Westwood Center Drive, #300
Vienna, VA 22182
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| Member 1-Sheet |
Click to view
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| Graduate Degrees |
Certified Financial Planner
Chartered Financial Counselor
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| College Degrees |
BS Business Economics: University of California, Santa Barbara
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| Organizations |
Financial Planning Association
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| License Number |
0798553
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