advisors

Mark E. Copeland MS, CFP®, AIF®, Senior Partner Signature Estate & Investment Advisors LLC

610 Newport Center Drive, Suite 300, Newport Beach, CA 92660

mcopeland@seia.com www.seia.com 949.705.5188

Mark E. Copeland has been in the financial services industry since 1987 and is one of the four founding partners of SEIA. Less than 10 years after the company’s inception. SEIA reached the milestone of $1 billion in assets under management. Mark graduated from the University of California–Los Angeles, with a degree in political science and is a certified financial planner professional. His emphasis is in investment planning and wealth management for affluent individuals, athletes and corporations. He is a frequent speaker on the subjects of asset management, retirement plan distribution methods and estate preservation. An Orange County native, he resides in Tustin, Calif., with his wife, Kathy, and their four children.

At a Glance

Minimum Fee for Initial Meeting

None

Minimum Net Worth Requirement

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

Financial Services Experience

28 years

Association Memberships

National Association of Insurance and Financial Advisors, Financial Services Institute, Financial Planning Association

Primary Custodian for Investor Assets

Charles Schwab & Co. and Fidelity Investments

Assets Under Management $6.8 billion (firm, as of 6/30/17)
Largest Client Net Worth Confidential
professional services provided
  • Estate
  • retirement
  • corporate benefit
  • income tax and insurance planning: investment advisory and money-management services

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