Terence Da Cunha
Terence E. Da Cunha is a Senior Partner with Signature Estate & Investment Advisors, LLC in the Newport Beach branch. Mr. Da Cunha joined SEIA in September of 2006. His emphasis is Investment Planning and Wealth Management, and he is very well versed in the discipline of technical analysis for portfolio risk management.
Mr. Da Cunha has been in the securities business since 1990 and has been managing portfolios for over 28 years. He began his investment career in Newport Beach, California as a financial advisor and from there he went on to a Private Investment Bank in Orange County serving as a Vice President of Investments for six years. At his prior firm, Mr. Da Cunha was also involved in training new financial advisors.
He was born in Nairobi, Kenya, but spent most of his formative years in Orange County where he currently resides with his wife and their two sons. He is very active in the San Clemente community donating his time to the Rotary Club of San Clemente and his church.
Mr. Da Cunha received his Bachelor of Arts degree in Economics from California State University, Long Beach in 1989. He earned the Accredited Investment Fiduciary® (AIF®) professional designation in 2012 from Fiduciary360, receiving formal training in investment fiduciary responsibility. In 2013, Mr. Da Cunha earned his CERTIFIED FINANCIAL PLANNER™ certification, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. He is also a licensed insurance agent (CA Ins. License #0F61938).