Brian D. Holmes
MS, CFP®, AIF®
Brian D. Holmes, MS, CFP®, AIF® is the President and CEO of SEIA. As of September 30, 2019, SEIA and its affiliates manage $10.3 billion of assets. He is one of SEIA’s four founding partners, who have shared over two decades of teamwork together and he currently sits on SEIA’s investment committee. Brian has been in the investment management business for over 35 years, maintaining a successful independent private practice with his team for over 300 clients.
Brian was named to the Barron’s Hall of Fame in 2019, as one of 145 advisors nationwide. Each member of the Hall of Fame has appeared in ten or more Barron’s Top 100 Advisor Rankings. He is the only advisor from Los Angeles and Orange Counties to make the elite Barron’s Top 100 Independent Advisors from 2008-2018. Worth Magazine ranked Brian among the nation’s Top 250 Financial Advisors of 2008 and featured him from 2010-2019 in “Leading Wealth & Legal Advisors.”
He is a past member of the Schwab Institutional Advisory Board and served on the UCLA Department of Economics Board of Visitors to enhance the curriculum of the Business Economics major. Many notable clients, executive groups, corporations and universities have retained him for lectures, including guest lectures at UCLA’s undergraduate Economics and Investments classes. Brian is involved with numerous charities in the Southern California area. He is a 33-year resident of Malibu, California along with his wife, son and daughter.
Brian received his Bachelor of Arts degree in Psychology with an emphasis in Business Administration from UCLA in 1983. Additionally, in 1994, he received a Master of Science degree in Financial Planning from the College of Financial Planning. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 1988, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. In 2011, Brian earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility. He is also a licensed insurance agent (CA Ins. License #0657377).