Eugene
Lev

Eugene Lev, RICP^®, AIF^®, is a Partner at Signature Estate & Investment Advisors, LLC (SEIA). With more than 18 years of experience in financial services and investment management, Eugene helps clients make thoughtful decisions about the assets they have worked hard to accumulate and the role those assets can play throughout retirement.

Eugene’s practice is centered on retirement-income planning for retirees and those approaching retirement. He helps clients consider how their investment strategy, income needs, risk tolerance, asset allocation, and spending priorities can work together to support both the life they want to live today and the financial security they seek for the future.

His approach begins with understanding each client’s goals and financial circumstances, then developing a coordinated strategy for investment implementation, portfolio monitoring, and ongoing adjustments. Eugene’s Retirement Income Certified Professional^® designation reflects his specialized focus on helping clients manage the transition from accumulating wealth to drawing sustainable income from it.

As a member of SEIA’s Investment Committee, Eugene contributes to the firm’s ongoing review of market conditions, investment managers, and portfolio strategy. This perspective supports his work with clients as they navigate changing markets and evolving retirement needs.

Eugene earned a Bachelor of Science in Finance and Real Estate, with honors, from California State University, Northridge. He is fluent in English and conversational in Russian. Eugene lives in Valencia, California, with his wife, daughter, and son. Outside the office, he enjoys soccer and an active, healthy lifestyle.