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Brian Holmes
 
Pres., CEO, Sr. Partner
 
Brian Holmes's Email : Please login
 
Company Name : Signature Estate & Investment Advisors LLC
 
Company Website : www.seiallc.com
 
Company Address : 2121 Ave. Of The Stars
Ste. 1600, Los Angeles, CA,
United States,
 
Brian Holmes's Profile : Pres., CEO, Sr. Partner
 
Brian Holmes's Biography :

Brian D. Holmes, MS, CFP®, CMFC is the President and CEO of Signature Estate & Investment Advisors, LLC (SEIA). He is one of SEIA's four founding partners who have shared over a decade of teamwork together.

Brian received his Bachelor of Science degree in Psychology with an emphasis in Business Administration from the University of California, Los Angeles (UCLA) in 1983. He earned the Certified Financial Plannerä certification in 1988 after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. He received a Master of Science degree in Financial Planning from the College of Financial Planning in 1994, where he also received the Chartered Mutual Fund Counselor (CMFC) designation in 1998.

Brian has been in the securities and insurance business since 1984. He currently serves as a Managing Partner of the Century City branch of John Hancock Financial Network, as well as a member of the Schwab Institutional Advisory Board. He is also a Registered Principal of Signator Investors, Inc. Brian's current memberships include the Investment Advisor Association, Institute of Certified Financial Planners, International Board of Certified Financial Planners, Financial Planning Association, Los Angeles Chapter, National Association of Insurance & Financial Advisors, and L.A. National Association of Insurance & Financial Advisors.

Brian was recently ranked #20 on Barron's list of the Top 100 Independent Financial Advisors in the United States for the second consecutive year. He was the only advisor ranked from Los Angeles and among only seven from Southern California. He was also ranekd among the Top 250 Financial Advisors of 2008 by Worth magazine. He has maintained a successful independent private practice of over 300 clients, representing numerous financial service companies for over 23 years. Many notable individual clients, executive groups, universities, and corporations have retained him for seminars and private consultations.

Brian, born in 1961, resides in Malibu, California with his wife, son and daughter. As a twenty-two year resident of Malibu, California, Brian is philanthropically involved with numerous charities in the Malibu and Los Angeles area.

 
Brian Holmes's Colleagues :
Name Title Email
Paul Taghibagi Sr. Partner Please login
Gary Liska Sr. Partner, CFO Please login
Mark Copeland Sr. Partner Please login
Vince Dileva Sr. Partner Please login
Theodore Saade Sr. Partner Please login

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