Gary Kendall Liska
Fondateur chez Signature Estate & Investment Advisors LLC
Profil
Mr. Gary K.
Liska is a Founding Partner & Chief Financial Officer at Signature Estate & Investment Advisors LLC.
His emphasis is in investment management, retirement planning and estate planning strategies for affluent individuals and corporations.
He has been in the securities and insurance business since 1994 and has presented hundreds of seminars on investments, tax, retirement and estate planning throughout Southern California.
Currently, he is a member of SEIA’s Investment Committee, which meets monthly to analyze current market trends on the fixed income and equity markets, as well as alternative investments.
He received his Bachelor of Science degree in Economics from the University of California, Santa Cruz.
He received his Master of Science degree with an academic emphasis in Financial Planning from the College of Financial Planning in 2004.
He earned the Certified Financial Planner certification from the Certified Financial Planner Board of Standards, Inc. after completing the CFP professional education program in 1996.
He completed the Chartered Mutual Fund Counselor Education program in 1998.
He has earned the Accredited Investment Fiduciary professional designation from Fiduciary360 and has received formal training in investment fiduciary responsibility.
He also holds the Accredited Asset Management Specialist designation.
He is also a licensed insurance agent.
Postes actifs de Gary Kendall Liska
| Sociétés | Poste | Début |
|---|---|---|
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. | Fondateur | 01/01/1997 |
Formation de Gary Kendall Liska
| University of California, Santa Cruz | Undergraduate Degree |
| The College of Financial Planning Institutes Corp. | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
