Theodore E. Saade
CFP®, CMFC®, AIF®
Managing Senior Partner
Theodore E. Saade, CFP®, CMFC®, AIF® is a Managing Senior Partner with Signature Estate & Investment Advisors, LLC. His specialties include investment planning, retirement planning and estate planning. He is also a licensed independent insurance broker. Mr. Saade has been in the securities and insurance business since 1995 maintaining a successful independent private practice for over 250 clients.
He was voted Top 40 Under 40 as published in REP. Magazine since its inception in 2013. He was also recognized as a Top Wealth Manager for “Providing Exceptional Service And Overall Satisfaction” as published in Los Angeles Magazine in 2014. Furthermore, he has been published annually in Worth Magazine since 2010 and has been recognized annually as a Leading Wealth Advisor as published in Worth Magazine since 2012. Many notable clients, executive groups and corporations have retained him for seminars and lectures. Mr. Saade is a 30+ year resident of Los Angeles, currently residing in Beverly Hills, California along with his wife and 4 sons.
Mr. Saade received his Bachelor’s degree in Economics with an emphasis in Biochemistry with Honors from University of California, Los Angeles. He is a CERTIFIED FINANCIAL PLANNER™ practitioner with the Certified Financial Planner Board of Standards, Inc, having completed the CFP® professional education program in 1998. In addition, he completed the Chartered Mutual Fund Counselor (CMFC® ) Education program in 2000 and earned the Accredited Investment Fiduciary® (AIF® ) professional designation, conferred by Fiduciary360. He also has received formal training in investment fiduciary responsibility. He also holds an insurance license (CA Ins. License #OB63654).