We believe that investment management and prudent portfolio allocation can be accomplished with an overall wealth management strategy
Tiffany Le, Operations Specialist
2121 Avenue of the Stars Suite 1600
Los Angeles, CA 90067
Tiffany Le is an Operations Specialist in the New Business department at SEIA. As the point of contact for new business needs, she works with all five SEIA offices’ advisors and assistants to ensure the highest quality client service.
Since 2011, Tiffany has been in charge of daily operations and new business processes for SEIA. Prior, she worked in the financial services industry for two years as an assistant to a CFP® professional and as an assistant to a life insurance agent for a major insurance firm.
Ms. Le graduated from the University of California, Los Angeles with a Bachelors of Arts in Economics and currently holds the FINRA Series 7 & 66 licenses.