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.

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

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