Summary

  • Firm: Signature Estate & Investment Advisors LLC
  • Job Title: Senior Partner

  • Certifications: CFP®, AIF®, CMFC

Experience

Theodore E. Saade, CFP®, AIF®, CMFC, is a Senior Partner with Signature Estate & Investment Advisors, a Registered Investment Advisory firm offering wealth management services tailored to meet the unique needs of affluent individuals, institutions and corporations.

Mr. Saade works with a team of knowledgeable professionals that have established an unparalleled reputation for helping wealthy multi-generational families manage their financial lives. Typically, their client relationships begin with individuals who are approaching retirement or in retirement – those who are committed to enjoying their retirement, but also hoping to provide a legacy for future generations – and quickly expands to children, grandchildren and beyond. 

Mr. Saade and his team have helped clients weather all types of markets and every economic climate imaginable. This has instilled in them a deep appreciation for the critical importance of asset protection and income – generation strategies for pre-retirees and retirees. That’s why they don’t chase trends or the latest fad, but instead focus their efforts on the responsible balance between preservation and growth of clients’ assets, managing money in a way that assumes the least amount of risk necessary to help clients achieve retirement income and legacy planning goals.

The knowledge and experience of Mr. Saade’s team is backed by a $5B AUM registered investment advisory firm; with 18 advisors and 47 support staff that encompass client service, investment research, trading, and operations support. Collectively, the firm’s clients have access to the most sophisticated and competent wealth management experience possible. SEIA’s independent vantage point allows for the delivery and implementation of wealth management strategies through objective, comprehensive and unbiased advice.  

Mr. Saade is a 20+ year veteran of the securities and insurance business, and earned his Bachelor’s degree in Economics with an emphasis in Biochemistry with Honors from University of California, Los Angeles. Mr. Saade completed the CFP® professional education program in 1998, and is a CERTIFIED FINANCIAL PLANNER™ practitioner with the Certified Financial Planner Board of Standards, Inc . In addition, he completed the Chartered Mutual Fund Counselor (CMFC) Education program in 2000 and earned the Accredited Investment Fiduciary® (AIF®) professional designation conferred by Fiduciary360. He also received formal training in investment fiduciary responsibility.

Education

Theodore received his bachelor's in Economics from UCLA and has a specialization in Biochemistry.

Quote from Theodore E. Saade

“Mr. Saade works with a savvy team of knowledgeable professionals to help wealthy multi-generational families manage their financial lives.”