FACES of Orange County 2020

Terence Da Cunha – Signature Estate and Investment Advisors, LLC

THE FACE of WEALTH MANAGEMENT

Terence Da Cunha – CFP®, AIF®, Senior Partner – Signature Estate and Investment Advisors, LLC

Trusted Advice in Turbulent Times

Whether it’s regarding the state of our health or the management of our wealth, we intrinsically understand the value of trusted, expert advice. And this is especially true as we all try to navigate the current market uncertainties. Despite the recent bounce-back of ­ financial markets, our world has indeed changed. Even if our economy is soon able to get back on track, there inevitably will be damage done and investment rami­ cations for years to come.

Now, perhaps more than any other time in modern history, it’s important to work with a ­financial professional who will always put your needs ­ first. Registered Investment Advisory (RIA) ­firms like SEIA are held to the highest ­ fiduciary duty of care – regulated by the Securities and Exchange Commission and state securities authorities. Additionally, any professional who holds the CERTIFIED FINANCIAL PLANNER™ designation must meet an even more rigorous ­ fiduciary standard – abiding by a code of ethics, rules of conduct and a mandate to provide ­ financial planning services as ­ fiduciaries.

Nobody knows what the future holds for the economy and the ­financial markets. What you can know for sure, however, is the value of the trusted advice you receive from the respected fiduciaries at SEIA.

Terence Da Cunha is a Senior Partner with Signature Estate & Investment Advisors, LLC in the Newport Beach branch. He’s been managing portfolios for over 30 years, and joined SEIA in 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. Born in Nairobi, Kenya, Mr. Da Cunha grew up in Orange County where he currently resides with his wife and their two sons.

SEIA.com / 949-705-5188 / 610 Newport Center Drive, Suite 300, Newport Beach

* $500,000 minimum investment for Investment Advisory services. Securities offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Investment advisory services offered through SEIA, LLC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. CA INSURANCE LICENSE 0F61938