Vince DiLeva’s Team

Jeff Zuanich, Advisor

Jeff Zuanich
CFA®, CFP®
Advisor

1815 Via El Prado #100,
Redondo Beach, CA 90277
 
Tel: 310.712.2322
Fax: 310.712.2377
jzuanich@seia.com

Jeffrey M. Zuanich, CFP®, CFA is an Advisor with SEIA. He works with Senior Partner, Vince A. DiLeva, and his team. Jeff’s primary focus is on investment management strategies for affluent individuals and businesses. To complement, he develops retirement and estate planning directives as part of a holistic management approach. He believes in using a forward looking approach to economic conditions, diligent analysis of investments, and maintaining objectivity. This allows both himself and the firm to best serve clientele with integrity and respect. Jeff has been working in investment management since 2007. In his free time, enjoys spending time with his wife, son and daughter.

Jeff graduated from the University of San Diego with a Bachelor of Science Degree in Biology and Chemistry. Jeff holds the Chartered Financial Analyst® (CFA) designation issued by the CFA Institute. He is also a Certified Financial Planner TM (CFP®) practitioner, issued from the Certified Financial Planner™ Board of Standards, Inc., and retains his Series 7 and 66 securities licenses. He is also a licensed insurance agent (CA Ins. License #0E95712).

 

Jennifer Embler, Associate Advisor

Jennifer Embler
Associate Advisor

1815 Via El Prado #100,
Redondo Beach, CA 90277

Tel: 310.712.2322
Fax: 310.712.2377
jembler@seia.com

Jennifer Embler is an Associate Advisor with SEIA. She joined the firm in 2008 and has been in the investment management industry since 1999. Her primary focus on Vince’s team is on investment management strategies for affluent individuals and businesses. She is also an integral part of client service with a focus on insurance and estate planning. Jennifer received her Bachelor of Arts in Political Science from the University of California, Santa Barbara. After graduating, Jennifer joined Merrill Lynch as a Financial Advisor where she built and managed her practice before coming to SEIA. She holds the FINRA Series 7 & 66 licenses as well as a California insurance license.

Jennifer currently resides in Redondo Beach, California with her family. She enjoys spending time with her family at the beach.