Theodore
E. Saade

Principal Managing Partner

CFP^®, CMFC^®, AIF^®

Theodore E. Saade, CFP^®, CMFC^®, AIF^®, is a Principal Managing Partner at Signature Estate & Investment Advisors (SEIA). Since 1995, he has helped individuals, families, foundations, and corporations make thoughtful financial decisions across the many areas that shape long-term wealth.

For clients with substantial financial lives, investment management is only one part of the picture. Retirement goals, estate and legacy priorities, tax considerations, insurance needs, family responsibilities, and charitable intentions can all influence the decisions made today. Theodore helps clients bring those elements together through a coordinated wealth-management strategy that remains focused on their goals and circumstances.

Theodore specializes in investment planning, retirement planning, estate planning, and insurance planning. He works with clients to develop strategies that align investment decisions with the life they want to support, the legacy they hope to create, and the people and causes that matter most to them. As a licensed independent insurance broker, he can incorporate risk-management and insurance considerations into the broader planning conversation when appropriate.

Throughout his career, Theodore has maintained an independent private practice serving more than 250 clients. He is also a frequent speaker for executive groups, corporations, and professional organizations, helping audiences better understand financial planning, retirement, investment, and wealth-management topics.

Theodore has been recognized as one of AdvisorHub’s 200 Fast Growing Advisors to Watch. He has also been featured in Worth Magazine and recognized as a Leading Wealth Advisor, with prior recognition from REP. Magazine and Los Angeles Magazine for his work with clients.

Theodore earned his Bachelor’s degree in Economics, with an emphasis in Biochemistry, from the University of California, Los Angeles, graduating with honors. He is a CERTIFIED FINANCIAL PLANNER^™ professional and holds the Chartered Mutual Fund Counselor^® (CMFC^®) and Accredited Investment Fiduciary^® (AIF^®) designations. Theodore lives in Beverly Hills with his wife and four sons and is involved with charitable organizations throughout Southern California.