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. Vince resides in Redondo Beach with his wife and three children.
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.
Vince resides in Redondo Beach with his wife and three children.
Investment Strategies for a Low-Growth Economy
Rather than plan for a recession that may or may not come next year, create a financial plan for the economy we are living in right now.
A Balanced Fixed-Income Portfolio Enables You to Leverage Opportunities
How to leverage the rare opportunity of discounted fixed-income investments to balance your portfolio during this disconcerting time.
What are some important considerations for your estate plan?
It is important to have conversations about your estate plan with your children: These discussions may not be easy to have, but they are necessary.
How can I balance my portfolio’s need to generate cash flow with my desire for principal growth?
“There is no set rule on how your portfolio should be allocated in retirement.”
What, exactly, is “the sandwich”?
Much has been written about the baby boomers and millennials. But, what about the middle-aged group in their 40s and 50s who have a parent over age 65 and are raising children or supporting an adult child? Members of that population cohort are caught between taking care of their children and taking care of their […]
