Paul Taghibagi
Fundador en Signature Estate & Investment Advisors LLC .
Perfil
Mr. Payam Taghibagi is a Founding Partner at Signature Estate & Investment Advisors LLC.
He co-founded Signature Estate & Investment Advisors and he is a Partner with Signature Comprehensive Insurance Services, LLC.
He has been in the securities industry since 1990.
He is a member of the Financial Planning Association of Los Angeles and also serves on the Investment Committee for SEIA.
He received his Bachelor of Arts degree in Business Economics with honors from the University of California, Santa Barbara.
He received his CERTIFIED FINANCIAL PLANNER certification in 1993, after completing the CFP professional education program through the College of Financial Planning.
Paul also has earned the Accredited Investment Fiduciary professional designation conferred by Fiduciary360, receiving formal training in investment fiduciary responsibility.
He is a licensed insurance agent.
Cargos activos de Paul Taghibagi
| Empresas | Cargo | Inicio |
|---|---|---|
Signature Estate & Investment Advisors LLC
 Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Fundador | 01/01/1997 |
Formación de Paul Taghibagi.
| University of California, Santa Barbara | Undergraduate Degree |
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| Empresas privadas | 1 |
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Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Finance |
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