| Advisor Profile |
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| Name: |
Vince DiLeva, MS, CFP® |
| Phone Number: |
(310) 598-7358 |
| Website: |
Visit Website
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| Request More Information |
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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: |
Vince DiLeva, MS, CFP® |
Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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I have a Bachelor's in Business Administration with an emphasis in Finance and Marketing from Loyola Marymount University and a Master of Science degree in Financial Planning. I am a Certified Financial Planner (TM) professional and a Chartered Mutual Fund Counselor. |
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What is your approach to financial planning? |
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Visit our website at www.seia.com to view our approach when it comes to financial planning |
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What services do you offer? |
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Investment Management, Retirement Planning, Comprehensive Financial Planning. |
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How many clients do you currently manage? |
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Will you be the only person working with me? |
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I have a team of dedicated financial professionals to assist me with daily administrative tasks, which allows me more time to service my clients. |
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How are you compensated? How will I pay for your services? |
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A management fee charged by as a percentage based on the value of the account at the end of each quarter |
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| Q. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Depending on your desired level of involvement, SEIA offers clients two options in regards to their investment portfolios: discretionary and non-discretionary. Discretionary account allow a client's advisor to place trades on behalf of the client, while non-discretionary accounts require the client's approval for every transaction. |
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How much risk should I be willing to take? |
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Every investor is different. It will depend on the goals and objectives of each individual investor. |
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| Q. |
Have you ever been charged with any breaches? |
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What carrier(s) do you represent? |
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Multiple Insurance Companies |
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What services do you provide? What are your specialties? |
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We offer Comprehensive Wealth Management services, primarily Investment Management and Retirement Planning |
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What is your experience? How many clients do you currently manage? |
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I have been with SEIA for 13 years and was promoted to Senior Partner in January of 2008. I have a Master of Science degree in Financial Services. I am also a Certified Financial Planner (TM) and a Chartered Mutual Fund Counselor. I currently manage 180 clients. |
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How do you charge for your services? |
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I charge a quarterly management fee that is either a percent of assets or a fixed, mutually-agreed upon fee. |
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| Q. |
Do you provide a free initial consultation? |
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