Eugene Lev

RICP®, AIF®
Senior Financial Advisor

Contact

(310) 712-2323

Eugene Lev, RICP®, AIF® is a Senior Financial Advisor with Signature Estate & Investment Advisors, LLC (SEIA).

Eugene Lev has over 18 years of experience in the financial services and investment management industry as a wealth advisor and investment consultant. As an Advisor, Eugene coordinates all stages of the financial planning process, assessing risk, asset allocation, investment implementation, and portfolio monitoring customized to the needs of his clients. Eugene holds the Retirement Income Certified Professional® designation, specializing in helping retirees and near-retirees develop a comprehensive plan for managing and using the assets they have accumulated for retirement. Eugene’s goal is to help his clients live for today, as well as plan for tomorrow.

Eugene graduated with honors from the California State University, Northridge and holds a Bachelor’s of Science in Finance and Real Estate. He received his Retirement Income Certified Professional® (RICP®) designation from the American College of Financial Services. Eugene is currently enrolled in the Bryant University CERTIFIED FINANCIAL PLANNER™ (CFP®) curriculum. Eugene also is an effective bilingual communicator, fluent in English and conversational in Russian.

Eugene currently resides in Valencia, California with his wife, daughter, and son. He is an avid soccer player and enjoys an active, healthy lifestyle.

 

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