We believe that investment management and prudent portfolio allocation can be accomplished with an overall wealth management strategy
Theodore E. Saade
Theodore E. Saade, Senior Partner
CFP®, CMFC, AIF® Senior Partner
2121 Avenue of the Stars, Suite 1600
Los Angeles, CA 90067
Tel: (310) 712-2323
Fax: (310) 712-2345
Theodore E. Saade, CFP®, AIF®, CMFC, is a Senior Partner with Signature Estate & Investment Advisors, LLC. Currently, he is a Registered Representative of Signator Investors, Inc. Century City branch and a licensed independent insurance broker. His specialties include investment planning, retirement planning and estate planning. Since 1995, Mr. Saade has been in the securities and insurance business for over 20 years, maintaining a successful independent private practice for over 200 clients.
He was voted Top 40 Under 40 as published in REP. Magazine since it’s inception in 2013. He is also featured as a Five Star Wealth Manager* in Los Angeles Magazine since 2012 and was recognized as a Top Wealth Manager for “Providing Exceptional Service And Overall Satisfaction” as published in Los Angeles Magazine in 2014. Furthermore, he has been published annually in Worth Magazine since 2010 and has been recognized annually as a Leading Wealth Advisor as published in Worth Magazine since 2012. Many notable clients, executive groups and corporations have retained him for seminars and lectures. Mr. Saade is a 25 yr. resident of Los Angeles, California along with his wife and 3 sons.
Mr. Saade received his Bachelor’s degree in Economics with an emphasis in Biochemistry with Honors from University of California, Los Angeles. He is a CERTIFIED FINANCIAL PLANNER™ practitioner with the Certified Financial Planner Board of Standards, Inc, having completed the CFP® professional education program in 1998. In addition, he completed Chartered Mutual Fund Counselor (CMFC) Education program in 2000 and earned the Accredited Investment Fiduciary® (AIF®) professional designation, conferred by Fiduciary360. He also has received formal training in investment fiduciary responsibility. He also holds an insurance license (CA Ins. License #OB63654).
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Theo in the News
- As seen in Worth, Inc., December/January 2017
- As seen in Worth, Inc., December/January 2016
- When $1.5 Million Isn’t Enough for Retirement, MONEY Magazine, July 2015
- Take Advantage of ‘Tax Alpha,’ Investment News, July 2015
- As seen in Worth,Inc., December/January 2015
- As seen in Worth Inc., December/January 2014
- As seen in Worth, Inc., December/January 2012
- As seen in Worth, Inc., December/January 2010