| Advisor Profile |
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| Name: |
Paul Taghibagi, CFP® |
| Phone Number: |
(310) 601-4059 |
| Website: |
Visit Website
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| Request More Information |
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| Disclaimer |
Securities Offered through Signator Investors, Inc., Member FINRA, SIPC
2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067 (310) 712-2323.
SEIA, LLC and its investment advisory services are offered independent of Signator Investors, Inc., and any subsidiaries or affiliates. |
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| To contact this advisor or to receive more information, please call the phone number or visit the website listed above. |
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| Prepared By: |
Paul Taghibagi, CFP® |
Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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What are your qualifications? What is your education background? |
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Certified Financial Planner and a Chartered Financial Consultant with 19 years of experience in the financial planning field. |
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What is your approach to financial planning? |
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Will you be the only person working with me? |
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I would be the primary contact |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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We have two platforms. The non-discretionary Platform requires client permission before trades. The discretionary platform does not require permission before each trade. Clients can choose which platform works better for them. |
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How much risk should I be willing to take? |
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This depends on each client. Once we have analyzed your situation we will make more specific recommendations in regards to risk. |
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Have you ever been charged with any breaches? |
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What services do you provide? What are your specialties? |
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Comprehensive financial planning including: Portfolio and Investment Management/ Estate Planning/ Retirement Planning/ Tax review/ Insurance review |
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How do you charge for your services? |
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Do you provide a free initial consultation? |
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