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Paul Taghibagi, CFP®

Comprehensive Financial Planning & Wealth Management

Signature Estate & Investment Advisors LLC

Los Angeles

CA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Pension Consulting
    • -401k
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Royal Alliance Associates, Inc. 6 months, 3 weeks Nov 2018 - Present
Signature Estate & Investment Advisors 21 years, 7 months Apr 1997 - Nov 2018
Signator Investors, Inc. 28 years, 5 months Jun 1990 - Nov 2018

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.

Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 17, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 18, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on May 18, 2019
    • $5.0B
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 0
      number of clients
    • $0
      Estimated Average Account Balance Per Client

Signature Estate & Investment Advisors LLC

Last updated on March 24, 2017
    • $4.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 9K
      Accounts
    • $482.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements