advisors

Gary K. Liska MS, CFP®, CRPC®, AIF®, Founding Partner

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.

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At a Glance

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

  • 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

Disclaimer: Worth magazine is a financial publisher and does not recommend or endorse investment, legal, insurance or tax advisors. The listing of any firm in the 2018 Worth® Leading AdvisorsTM Program does not constitute a recommendation or endorsement by Worth magazine of any such firm and is not based upon Worth magazine’s experience with, or prior dealings with, any advisor. The information presented for each advisor, including but not limited to any related profile, statistical data, presentation, report, commentary, recommendation or strategy, has been provided by such advisor without review or independent verification by Worth magazine. Any such information is the sole responsibility of the advisor. Worth magazine makes no representation or warranty as to the accuracy or completeness of such information, assumes no liability for any inaccuracies or omissions therein and disclaims responsibility for the suitability of any particular investment recommendation or strategy for any person. Nothing contained in Worth magazine constitutes or should be construed as any form of investment, legal, insurance or tax advice or as a recommendation to buy, sell, hold or trade any securities, financial instruments or assets. Readers are advised to consult their legal, financial, insurance and tax advisors prior to making any investment or pursuing any investment strategy. Past, model or hypothetical performance is not indicative of future results.

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