Helping clients develop and implement an effective, dynamic, and comprehensive wealth management plan is my passion and is at the heart of what I do. This is an ongoing process capable of responding to life changes and changes in the global economy. I help clients tune out the "noise" created by the financial media so the truly important signals can be recognized.Clients appreciate having me watch out for their best interests, they value my objectivity, professionalism, and unemotional, systematic rules-based process for helping them make important decisions about their investments and key life decisions. As a fiduciary, I assist and provide ongoing professional advice to Trustees whether for their own estate or on behalf of parents, a minor or others. I serve as trusted thought partner for Trustees, and plan sponsors of qualified retirement plans such as 401(k)s, defined benefit plans and 403(b)s and charitable trusts.Areas of expertise include: • Portfolio Management• Retirement Planning including asset accumulation and lifetime distribution strategies.• Withdrawal and cash flow strategies for sustainable withdrawals• Risk management and strategies for reducing portfolio volatility• Strategies for concentrated stock positions• Estate planning• Tax reduction strategies• College funding• Retirement and pension plan design and managementSEIA recommends that all investors seek out the services of competent professionals in any of the aforementioned areas. Neither the information presented, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is not indicative of future results. Every investment program has the potential for loss as well as gain. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. 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, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323.