advisors

Gary K. Liska MS, CFP®, CRPC®, AIF®, Founding Partner Signature Estate & Investment Advisors LLC

2121 Avenue of the Stars, Suite 1600
Los Angeles, CA 90067

gliska@seia.com seia.com 310.712.2323

Gary K. Liska has been in the financial services industry since 1994. He is a founding partner of SEIA, an independent registered investment advisory firm that reached the milestone of $5 billion in assets under management in fewer than 20 years. Gary is a Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®), and he holds a Master of Science degree in financial services. He is also a core member of SEIA’s investment committee, and he specializes in comprehensive wealth management strategies for both individuals and corporations.

At a Glance

Minimum Net Worth Requirement

$500,000 (investment services); $5 million (Private Client Group)

Financial Services Experience

20 years

Compensation Method

Asset-based, fixed and hourly fees

Primary Custodian for Investor Assets

Charles Schwab & Co. and Fidelity Investments

Assets Under Management $6.8 billion (firm, as of 6/30/17)
Minimum Fee for Service None
Largest Client Net Worth Confidential
professional services provided
  • Investment advisory and money management services
  • private client wealth management
  • corporate retirement planning
  • estate planning
  • insurance planning and philanthropic planning

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