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Customized Investment Management
Len develops investment strategies around each client’s goals, risk tolerance, liquidity needs, and long-term priorities.
Len Hirsh, MBA, CFP®, CPWA®, AIF®, is a Partner at Signature Estate & Investment Advisors (SEIA). He helps affluent individuals, families, entrepreneurs, executives, athletes, and entertainers navigate complex financial decisions through personalized planning and disciplined investment management.
For many clients, wealth management involves more than building a portfolio. Career opportunities, business interests, taxes, retirement goals, estate plans, family responsibilities, and multigenerational priorities can all influence the decisions made today. Len helps clients bring these considerations together into a coordinated strategy that reflects their values, lifestyle, and long-term goals.
Len specializes in customized investment management, retirement planning, estate planning, tax-aware planning, and multigenerational wealth strategies. He works with clients to make informed decisions around the opportunities and responsibilities that accompany significant wealth, while maintaining a plan that can adapt as circumstances evolve.
His approach is grounded in listening carefully to what clients want their financial lives to support. Len helps clients clarify priorities, evaluate trade-offs, and coordinate the professionals who may be involved in their financial lives, including attorneys and tax professionals. The goal is to provide structure and perspective so clients can move forward with greater clarity and confidence.
Len is also committed to financial education. He has written numerous articles for Worth Magazine on financial planning and wealth-management topics and has shared insights on investing, diversification, tax planning, and long-term decision-making. In 2026, Team Hirsh was recognized by InvestmentNews as a 5‑Star Wealth Management Team.
Len joined SEIA in 2015 and was promoted to Partner in 2024. He has supported the firm’s expansion into markets across the country and has helped cultivate a culture of mentorship, collaboration, and client-focused service.
Len earned his MBA in Finance, Marketing, and Entrepreneurship from the UCLA Anderson School of Management, where he received the Larry Wolfen Entrepreneur Award. He earned his bachelor’s degree from Colgate University and holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Private Wealth Advisor® (CPWA®) designation, and the Accredited Investment Fiduciary® (AIF®) designation. He is also a licensed insurance agent and is fluent in Spanish.
Outside of work, Len enjoys spending time with his wife and two children, skiing, surfing, traveling, performing live music as a singer and guitarist, and playing volleyball. He supports charitable initiatives through the Signature Fund for Giving and other community efforts.
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Len develops investment strategies around each client’s goals, risk tolerance, liquidity needs, and long-term priorities.
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Career opportunities, business interests, and complex compensation can create financial decisions that affect investments, taxes, retirement, and family goals. Len helps clients coordinate these moving parts.
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Families with significant wealth often need to consider both their own goals and the financial needs of future generations. Len helps clients develop strategies that support family priorities, legacy goals, and thoughtful wealth transfer.
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Len works with clients to prepare for retirement by aligning investment strategy, income needs, tax considerations, and the lifestyle they want their resources to support.
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A well-considered estate plan can help clients protect the people and causes that matter most. Len helps coordinate estate-planning priorities with a client’s broader wealth-management strategy.
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Taxes can affect investment decisions, retirement income, business planning, and wealth transfer. Len incorporates tax considerations into the planning process while working alongside clients’ tax professionals.
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Athletes and entertainers can face distinctive financial opportunities and responsibilities throughout their careers. Len provides personalized planning that helps align today’s decisions with long-term financial and family goals.
5-Star Wealth Management Team 2026
InvestmentNews
Larry Wolfen Entrepreneur Award
CLA Anderson
Featured Advisor 2025
Worth Leading Advisor
May 12 2026