Top Advisors

Brian D. Holmes

Brian D. Holmes

MS, CFP®, AIF®, CMFC®, President and CEO

Brian D. Holmes, MS, CFP®, CMFC, AIF® is the President and CEO of SEIA. He is one of SEIA’s four founding partners, who have shared over two decades of teamwork together, and is currently the Managing Partner and Principal of Signator Investors, Inc.’s Century City, Newport Beach, South Bay, Pasadena and Tyson’s Corner branches. His specialties include estate planning, corporate benefits and retirement planning. Brian has been in the investment management and insurance business for over 30 years, maintaining a successful independent private practice for over 300 clients. Brian is not only the sole advisor from Los Angeles and Orange Counties to make the elite Barron’s list all eleven years of its existence, but also one of only two advisors from Southern California to make the list all 11 years.

Advisor Details

Firm: Signature Estate & Investment Advisors, LLC

Website: Link

Phone Number: (310) 712-2326

Summary

Years of Experience: 39 years

Years in Current Firm: 26 years

Certifications/Designations: Master of Science degree in Financial Planning CERTIFIED FINANCIAL PLANNER Accredited Investment Fiduciary® licensed insurance agent (CA Ins. License #0657377)

Scroll to Top