Skip to main content
Back button

San Mateo, CA

Address
3 East Third Avenue, Suite 217, San Mateo, CA 94401
Fax
(310) 712-2345
Hours of Operation
Today - -
San Mateo
San Mateo
Features
Accessibility
  • Wheelchair accessible elevator
  • Wheelchair accessible entrance
  • Wheelchair accessible restroom
Amenities
  • Restroom
Planning
  • LGBTQ friendly
  • Service options
  • Online appointments
  • Onsite Services
  • Covid-19: Check our service and safety guidelines
    As we continue to respond to the impact of COVID-19, the safety and well-being of SEIA employees and clients are of the highest importance. We have instituted the following policies for all SEIA offices and continue to rely on guidance from state and local authorities and the CDC to navigate the ongoing pandemic.
    Protect Yourself and Others from COVID-19
    • Stay home if you are sick with a cough, shortness of breath, difficulty breathing, fever or chills or if you are currently under quarantine or isolation.
    • Stay 6 feet away from other customers and staff as much as possible.
    • Wear a face covering over your nose and mouth while you are here.
    • Clean your hands with soap and water or hand sanitizer after contact with frequently touched surfaces.
    Download Our Policy
San Mateo, CA TEAM
Brian D. Holmes
MS, CFP®, AIF®
President, CEO
Brian D. Holmes

Brian D. Holmes

MS, CFP®, AIF®
President, CEO
Contact

Brian D. Holmes, MS, CFP®, AIF® is the President and CEO of SEIA. As of December 31, 2021, SEIA and its affiliates manage $17.0 billion of assets. He is one of SEIA's four founding partners, who have shared over two decades of teamwork together and he currently sits on SEIA's investment committee. Brian has been in the investment management business for over 35 years, maintaining a successful independent private practice with his team for over 300 clients.

Brian was named to the Barron's Hall of Fame in 2019, as one of 145 advisors nationwide. Each member of the Hall of Fame has appeared in ten or more Barron's Top 100 Advisor Rankings. He is the only advisor from Los Angeles and Orange Counties to make the elite Barron's Top 100 Independent Advisors from 2008-2018. Worth Magazine ranked Brian among the nation's Top 250 Financial Advisors of 2008 and featured him from 2010-2019 in "Leading Wealth & Legal Advisors."

He is a past member of the Schwab Institutional Advisory Board and served on the UCLA Department of Economics Board of Visitors to enhance the curriculum of the Business Economics major. Many notable clients, executive groups, corporations and universities have retained him for lectures, including guest lectures at UCLA's undergraduate Economics and Investments classes. Brian is involved with numerous charities in the Southern California area. He has been a resident of Malibu, California since 1987 along with his wife, son and daughter.

Brian received his Bachelor of Arts degree in Psychology with an emphasis in Business Administration from UCLA in 1983. Additionally, in 1994, he received a Master of Science degree in Financial Planning from the College of Financial Planning. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 1988, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. In 2011, Brian earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility. He is also a licensed insurance agent (CA Ins. License #0657377).

For additional information on awards and accolades received, please refer to our Disclosure Information page.

Gary K. Liska
MS, CFP®, AIF®, CMFC®, AAMS®
Founding Partner
Gary K. Liska

Gary K. Liska

MS, CFP®, AIF®, CMFC®, AAMS®
Founding Partner
Contact
Gary K. Liska, MS, CFP®, AIF®, CMFC®, AAMS® is a Founding Partner for Signature Estate & Investment Advisors, LLC (SEIA). He is one of SEIA's four founding partners who have shared over two decades of teamwork together. His emphasis is in investment management, retirement planning and estate planning strategies for affluent individuals and corporations. He has been in the securities and insurance business since 1994 and has presented hundreds of seminars on investments, tax, retirement and estate planning throughout Southern California.

Gary has been featured in Worth Magazine, a publication for high-net worth individuals and their financial advisors. Also, he is currently a member of SEIA's Investment Committee, which meets monthly to analyze current market trends on the fixed income and equity markets, as well as alternative investments. Gary proudly achieved his Eagle Scout Award in 1987 and is currently a member of the Eagle Scout Association. He is also involved in charities such as Signature Fund for Giving. He lives in Pacific Palisades, California with his wife and two sons.

Gary received his Bachelor of Science degree in Economics from the University of California, Santa Cruz. He received his Master of Science degree with an academic emphasis in Financial Planning from the College of Financial Planning in 2004. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards, Inc. after completing the CFP® professional education program in 1996. He completed the Chartered Mutual Fund Counselor (CMFC®) Education program in 1998. Gary has earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360 and has received formal training in investment fiduciary responsibility. Gary also holds the Accredited Asset Management Specialist (AAMS®) designation. He is also a licensed insurance agent (CA Insurance License #0B39385).
Jonathan Nicolas
LUTCF, CLTC, AIF®
Financial Advisor
Jonathan Nicolas

Jonathan Nicolas

LUTCF, CLTC, AIF®
Financial Advisor
Contact
Services
Frequently Asked Questions
Would you like to speak with an advisor?

Tell us about yourself, and we’ll reach out to schedule a complementary consultation.

By submitting the above information, you acknowledge that the information you are providing is subject to our Privacy Policy and Terms of Use. You also consent to receive information from SEIA Marketing. To opt out of marketing emails, follow the opt-out instructions in the email received.

Want to speak with someone right now? Give us a call at (800) 723-5115.

OTHER NEARBY LOCATIONS
Los Angeles, CA
Los Angeles, CA
2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067
Pasadena, CA
Pasadena, CA
155 N Lake Avenue, Suite 780, Pasadena, CA 91101
Redondo Beach, CA
Redondo Beach, CA
1848 S Elena Avenue, Suite 100, Redondo Beach, CA 90277