Calvin Tseng, CFP®, EA, is an Associate Advisor at Signature Estate & Investment Advisors, LLC (SEIA), where he has been an integral part of the team since 2019. Collaborating closely with SEIA’s President and CEO, Brian D. Holmes, Calvin provides comprehensive wealth management services to high-net-worth individuals, with a strong emphasis on retirement planning, estate strategies, and tax-efficient planning.
He earned his Bachelor of Arts in Economics from the University of California, Santa Barbara, and achieved his CERTIFIED FINANCIAL PLANNER™ certification in 2019, followed by his Enrolled Agent (EA) designation in 2022. Calvin was also recognized as one of Financial Planning’s Rising Stars.
In addition to his CFP® and EA credentials, Calvin holds Series 7 and Series 66 licenses, along with a Life & Health Insurance license (CA License #4245924). Bilingual in English and conversational Chinese, Calvin offers tailored financial solutions to meet the unique needs of a diverse range of clients.