A Road Map to Success

Vince DiLeva and his team help clients achieve their financial goals, one step at a time.

With clients who represent almost every phase of life—from young professionals to those well into retirement—advisor Vince DiLeva and his team at Signature Estate & Investment Advisors, LLC^® (SEIA) understand that there is not a one-size-fits-all approach when it comes to financial solutions. Their clients have a wide range of goals and values, and Vince endeavors to help them achieve success—whatever that looks like to each individual.

Above: L to R: Tammy Patterson, Jeff Zuanich, Stephanie Chow, Vince A. DiLeva, Sara Hendrix

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“My team and I spend a lot of time with our clients and have a very close relationship with them and their families,” says Vince, who works as a managing senior partner with SEIA and has more than 25 years of wealth management experience. “We provide each client with a collaborative process from the start, taking care to understand their personal objectives and custom-tailoring our advice to meet their specific needs.”

All the while, Vince encourages client involvement—an approach that gives his team a deeper understanding of their clients while helping clients become informed investors. This wouldn’t be possible without the support of his team members: advisor Jeff Zuanich, CFP^® , CFA^®, associate advisor Sara Hendrix, CFP^®, client service manager Tammy Patterson and client service associate Stephanie Chow.

“As personal financial concierges, my team at SEIA is always there to help with all aspects of investment management, retirement planning, estate and legacy planning, tax planning, philanthropic and family foundation management, college savings and insurance,” Vince shares. “Our open-door policy means clients can always reach someone on our team with any questions.”

Vince is well-versed in investment management and overall wealth management strategies. He holds a master’s degree in financial planning and serves on SEIA’s Investment Committee, which analyzes trends in the fixed income, equity and alternative investments markets. Vince holds the CERTIFIED FINANCIAL PLANNER^™ certification, the Chartered Mutual Fund Counselor designation and the Accredited Investment Fiduciary^® designation. He is a partner with Signature Comprehensive Insurance Services, LLC and a licensed insurance agent.

As a fiduciary, Vince is uniquely positioned to provide a variety of comprehensive and unbiased solutions. “My goal is always doing what’s best for my clients,” he says. “I have guided generations of families through numerous market and economic cycles and various life changes. We help manage the many complexities of our clients’ busy financial lives.”

SEIA was founded in 1997 as an independent Registered Investment Advisory firm and offers wealth management and financial planning services to affluent individuals, families and business owners. The firm manages more than $17 billion in client assets as of December 31, 2021, and has been recognized by many well-respected financial publications. SEIA’s Signature Fund for Giving supports local youth, and Vince, who resides in Redondo Beach with his wife and three children, personally supports the Leukemia & Lymphoma Society and Be The Match. He encourages clients to consider charitable planning, helping implement the most effective strategies to accomplish their charitable wishes.

Vince’s ultimate goal is to be there for his clients when they need him—especially during times of uncertainty. “The world markets and economies are fluid and ever-changing,” he points out. “The key is to have a solid financial and investment plan based on your overall goals and needs. We’re here to help you achieve that.” Disclaimer: Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Investment advisory services offered through SEIA, LLC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. (CA Insurance License Vince DiLeva #0B84300). Opinions expressed here are the authors’ and do not necessarily represent the opinions of SEIA. Third-party rankings or recognition from rating services or publications are no guarantee of future investment success. These ratings should not be construed as an endorsement of the Advisor by any client, nor are they representative of any one client’s evaluation or experience.