A Custom Plan for Your Future

Helping clients meet their goals—now and for years to come—is Vince DiLeva’s passion.

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

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.

“My team and I spend a lot of time with our clients and have a close relationship with them and their families,” says Vince, who is a managing senior partner at SEIA with 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. 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.

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 $17.8 billion in client assets as of June 30, 2023, 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. As a fiduciary, Vince is uniquely positioned to provide a variety of comprehensive and unbiased solutions. His 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: Signature Estate & Investment Advisors, LLC (SEIA) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Securities offered through Signature Estate Securities, Inc. member FINRA/SIPC. Investment advisory services offered through SEIA, LLC, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323. For details on the professional designations displayed herein, including descriptions, minimum requirements, and ongoing education requirements, please visit seia.com/disclosures. SEIA does not accept time-sensitive, action-oriented messages or transaction orders, including orders to purchase or sell securities, via electronic mail. CA Ins. License# OB84300