Vince DiLeva, MS, CFP®, AIF® is a Managing Senior Partner with SEIA. His emphasis is in investment management and overall wealth management strategies with affluent individuals and corporations. With over $17 billion of assets as of 12/31/21, SEIA’s infrastructure supports a customized investment management approach. Vince’s focus is on personally-crafted portfolios that keep clients on track to meet both their short-term and long-term goals. He assists in managing the many complexities of your busy financial life including risk management, investment, retirement, tax and estate planning.
Vince has been in the securities and insurance industry since 1996. He currently serves on SEIA’s Investment Committee, which meets monthly to analyze current trends in the fixed income, equity and alternative investments markets.
Vince received his Bachelor’s degree in Business Administration with an emphasis in Finance and Marketing from Loyola Marymount University. He received his Master of Science degree with an academic emphasis in Financial Planning from the College of Financial Planning in 2003. He earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. in 1999. Additionally, he attained the Chartered Mutual Fund Counselor (CMFC) designation in 2000 and the Accredited Investment Fiduciary® designation. Currently, he is a Partner with Signature Comprehensive Insurance Services, LLC (SCIS) and a licensed insurance agent (CA Ins. License #0B84300).
Vince resides in Redondo Beach with his wife and three children.
The Forbes 2024 ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, was awarded in April 2024 and based on an evaluation process conducted by SHOOK Research in partnership with Forbes during the period 6/30/22 – 6/30/23. SEIA paid post award fees for licensing rights. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual, and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. Advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. The Financial Times (FT) 400 Top Financial Advisers 2020 was awarded in April 2020 and determined based on an evaluation process conducted by Ignites Research, a division of Money-Media, Inc., on behalf of the FT, a daily newspaper with a focus on business and economic news. Neither SEIA nor its Financial Advisors paid a fee to Ignites Research or FT in exchange for the ranking. This ranking is an independent listing produced based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. Criteria included six broad factors which calculate a numeric score for each adviser: assets under management, growth rate of assets under management, years of experience, compliance record, industry certifications, and online accessibility. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.