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Paul Taghibagi
Fondateur chez
Signature Estate & Investment Advisors LLC
Profil
Mr. Payam Taghibagi is a Principal Managing Partner at Signature Estate & Investment Advisors LLC.
He is one of the four founding partners, who share over two decades of teamwork together.
He is also 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.
Postes actifs de Paul Taghibagi
| Sociétés | Poste | Début |
|---|---|---|
Signature Estate & Investment Advisors LLC
 Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards. | Fondateur | 01/01/1997 |
Formation de Paul Taghibagi
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
76
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards. | Finance |
University of California, Santa Barbara
 University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
