Personalized Planning

Vince DiLeva and his team take a customized approach to help clients achieve their financial goals.

Tammy Patterson, Sara Hendrix, CFP®; Vince A. DiLeva, MS, CFP®, AIF®; Jeff Zuanich, CFP®, CFA®; Stephanie Chow; Brad Hammerman, CFP®

For the past 25+ years, financial adviser Vince DiLeva has always focused on the goal of doing what’s best for his clients. It’s the cornerstone of his business. Vince has not only encountered a variety of financial situations, but he has also accumulated the proper tools to address each one uniquely.

Just like a tailor creates a bespoke suit or dress for their client, taking into account a variety of personalized choices, Vince and his team at Signature Estate & Investment Advisors LLC (SEIA) custom-tailor their advice to meet each client’s specific needs—encouraging client involvement along the way. “This collaborative approach allows us to gain a deeper understanding of our clients while also providing them with the information needed to be a more informed investor,” he says.

As an independent investment advisor and fiduciary, Vince provides a variety of unbiased solutions. He and his team spend a lot of time with clients and as a result build a very close relationship with them and their families. Their broad client base spans multiple life phases—from young professionals to those well into retirement— and those clients have a wide range of goals and values. So Vince and his team understand that there is not a one-size-fits-all approach when it comes to providing financial solutions.

This is exactly the approach the founders of SEIA had in mind when they established the firm in 1997 with the goal of offering independent advice with no conflict of interest. SEIA has guided generations of families through numerous market and economic cycles and various life changes. Accordingly, they understand that priorities shift, goals evolve and unexpected needs arise. So cookie-cutter investment solutions rarely get the job done.

“We incorporate a range of strategies and maintain flexibility to tactically address new market challenges and opportunities as they arise,” says Vince, who earned a Master of Science degree in financial planning and holds a CERTIFIED FINANCIAL PLANNER™ designation.

SEIA offers customizable and personally crafted portfolios that incorporate extensive research and market analysis. They even offer a unique “nondiscretionary” approach where clients retain final decision-making authority on investment strategies, specific holdings and trade timing. It’s a great stepping-stone solution for those accustomed to managing their own portfolio, who may be hesitant to “turn over the reins.”

Vince and his team are proud of their open-door policy, where clients can always reach a team member with any questions. They consider themselves personal financial concierges—helping clients throughout the financial planning process with all aspects that are vital to their long-term success.

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. The reported Assets Under Management (AUM) represents the combined total of SEIA and its affiliated entities as of 9/30/2024. AUM includes portfolios continuously supervised or managed by SEIA and its affiliates. The AUM encompasses assets like stocks, bonds, ETFs, mutual funds, and cash, among others.