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Sunday, Nov 17, 2024

Leaders of Influence: Wealth Managers 2023 – Brian D. Holmes

Custom Content by the Los Angeles Business Journal

BRIAN D. HOLMES
President & CEO
Signature Estate & Investment Advisors, LLC

Brian D. Holmes, MS, CFP, 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 he currently sits on SEIA’s investment committee. Brian has been in the investment management business for over 35 years, maintaining a successful independent private practice with his team for over 300 clients.

Holmes is a past member of the Schwab Institutional Advisory Board and served on the UCLA Department of Economics Board of Visitors to enhance the curriculum of the Business Economics major. Many notable clients, executive groups, corporations and universities have retained him for lectures, including guest lectures at UCLA’s undergraduate Economics and Investments classes. Holmes is also involved with numerous charities in the Southern California area. He is a Certified Financial Planner.

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