SEIA

A Registered Investment Advisor Firm


Century City, CA TEAM



Brian D. Holmes

President, CEO
MS CFP® CMFC AIF®

Gary K. Liska

Founding Partner, CFO
MS, CFP®, AIF®, CMFC, AAMS®

Paul Taghibagi

Senior Partner
CFP®, AIF®

Theodore E. Saade

Senior Partner
CFP® CMFC AIF®

Jennifer Kim

Senior Partner
MS, CFP®, CMFC, ChFC, CLU

Deron McCoy

Chief Investment Officer
CFA, CFP®, CAIA, AIF®

Chad Bates

Advisor
CFP®, AIF®

Howard Chen

Director of Investment Services
AIF®

Jack Chen

Portfolio Manager

Jessica Cherness

Registered Associate

Christine Cheung

Accounting Associate

Charley Edson

Jr. Research Analyst

Stephen Fringer

Systems and Reporting Analyst

Joseph Fusaro, Jr.

Director of Operations

Jason Hart

Operations Manager

Len Hirsh

Advisor
MBA, CFP®, AIF®

Christian Hutchins

Associate Advisor
CFP®, AIF®

Joshua Land

Wealth Planner
CFP®

Eugene Lev

Associate Advisor
RICP®

Ryan Luna

Portfolio Manager

Michael Macauley

Advisor
CFA®, CFP®

Samuel Miller

Senior Investment Strategist
CFA®, CAIA®

Joyce Mizuhata

Client Services Manager

Tony Nguyen

Senior Fixed Income Trader
CMFC®

Dave Nicholson

Compliance Officer

Richard Parra

Data Analyst

Sabina Pinsky

Marketing and Client Services

John Rasic

Jr. Research Analyst

Vincent Reyes

Director of Trading Operations
CMFC®

Liselotte Richards

Compliance & Operations Specialist

Eric Rosen

Chief Compliance Officer

Erik Soderberg

Senior Trader

Guillermo Torolira

Senior Accountant

Mike Van Kleeck

Senior Compliance Officer
CFP®, AIF®, CSCP®

John Williams

Associate Advisor

Josh Woodard

Jr. Research Analyst

Hayley Wood

Wealth Planner
CFP®, MBA

Tailored to meet the unique needs of affluent individuals, institutions, and corporations






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