Gary K. Liska has been in the financial services industry since 1994. He is a founding partner of SEIA, an independent registered investment advisory firm that reached the milestone of $5 billion in assets under management in fewer than 20 years. Gary is a Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®), and he holds a Master of Science degree in financial services. He is also a core member of SEIA’s investment committee, and he specializes in comprehensive wealth management strategies for both individuals and corporations.
Gary K. Liska has been in the financial services industry since 1994. He is a founding partner of SEIA, an independent registered investment advisory firm that reached the milestone of $5 billion in assets under management in fewer than 20 years. Gary is a Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®), and he holds a Master of Science degree in financial services. He is also a core member of SEIA’s investment committee, and he specializes in comprehensive wealth management strategies for both individuals and corporations.
Charitable Remainder Trust: A Philanthropic Game Changer
Delve into the core features and advantages of CRTs and how working with SEIA can be your key to a seamless, well-structured philanthropic & financial future.
Be Prepared to Pivot When the Fed Does
With inflation at its highest since 1981, how can you focus your portfolio towards investments to weather a recession?
Negative interest rates: Are they headed our way?
We are in a ‘lower for longer’ interest rate cycle that doesn’t seem to show any signs of abating soon
Why is now the time to protect/diversify your concentrated stock position?
“With the longest bull market in our nation’s history, now is the time to protect the larger portion of your wealth.”
How do you prepare your heirs, not just your estate?
Much has been written about the impending intergenerational wealth transfer—with more than $30 trillion expected to be passed down from baby boomer parents to their GenX and millennial heirs over the next three decades.1 Yet nearly half (46 percent) of all family heads have yet to engage in any inheritance conversation with their future heirs.2 […]
