Paul
Taghibagi

Paul Taghibagi, CFP^®, AIF^®, is a Principal Managing Partner at Signature Estate & Investment Advisors, LLC (SEIA) and one of the firm’s four founding partners. Since entering the securities industry in 1990, Paul has helped individuals and families navigate the investment, retirement, tax, estate, and insurance decisions that shape their financial lives.

Paul’s approach is built around coordination. He helps clients consider how investment strategy, retirement-income needs, tax-aware decisions, estate-planning priorities, insurance, and family goals can work together within a long-term financial plan. His work is especially relevant for clients seeking to preserve and grow wealth while preparing for retirement and the thoughtful transfer of assets across generations.

As a member of SEIA’s Investment Committee, Paul contributes to the firm’s ongoing evaluation of market conditions, fixed income, equities, alternative investments, and portfolio strategy. He has also written about tax-loss harvesting, retirement-plan design, and wealth-transfer planning, bringing a practical perspective to the financial decisions clients face over time.

Paul is a partner with Signature Comprehensive Insurance Services, LLC, and a licensed insurance agent. This allows insurance and risk-management considerations to be incorporated into the broader wealth-management conversation when appropriate.

Paul was named to Barron’s Top 100 Independent Financial Advisors list for three consecutive years through 2014. He is also a member of the Financial Planning Association of Los Angeles.

Paul earned a Bachelor of Arts in Business Economics, with honors, from the University of California, Santa Barbara. He became a CERTIFIED FINANCIAL PLANNER^™ professional in 1993 and holds the Accredited Investment Fiduciary^® designation.