Michael Macauley, MBA, CFA®, CFP® is a Financial Advisor with the Century City office of SEIA. His practice areas include wealth management, retirement and estate planning. He also has extensive experience with life insurance and long term care planning.
Michael has been in the investment management business since 2001, working with both institutional pension plan sponsors, family office investors and with individual clients and their families. Prior to SEIA, Michael worked with Wilshire Associates, a Santa Monica based investment consulting firm. He also worked with Julius Baer Investment Management, and with the Northwestern Mutual Life Insurance Company. He is a member in good standing of the CFA (Chartered Financial Analyst) Institute.
Michael is an active member of ProVisors, a Trusted Advisor organization, and Vistage International, a CEO and business leadership peer group. He is also a past member of Toastmasters International, a competitive public speaking organization. Michael was raised in Nigeria and in Czechoslovakia. Currently, he is a resident of El Segundo, California along with his wife and their two sons.
Michael received his MA in International Business from the University of Economics in Slovakia. He also received his MBA with an emphasis in Finance & Entrepreneurship from Loyola Marymount University, Los Angeles. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP). Michael also received the Chartered Financial Analyst (CFA) Charter from the CFA institute in 2006. He is also a licensed insurance agent (CA Ins. License #0G73288).
Our firm is a Registered Investment Advisor, established 1995. SEIA - Signature Estate & Investment Advisors: we are an independent firm based in Los Angeles, with about 175 people. We work as Fiduciaries and manage approximately $16 billion in client assets. We have offices in Century City, Pasadena, Redondo Beach, Newport Beach, Houston and in Virginia.
General Information |
| Firm Start Year: | 1995 | |
| No. of Employees: | 2-4 | |
| Insurance License#: | CA 0G73288 |
| Name of Custodial Firm: | Charles Schwab, Fidelity Investments |
| States Licensed in: | CA |
| Number of Years with Current Firm: | 8 |
| Work Experience: |
Signature Estate & Investment Advisors (SEIA) - 2015 to present - Financial Advisor Northwestern Mutual - Los Angeles: 2009-2015 - Financial Advisor Julius Baer Investment Management, Los Angeles/NY: 2006-2009 - Associate Vice President, Institutional Investments Wilshire Associates, Santa Monica: 2001-2006 - Consulting Associate |
| Work with the following types of clients: | Non-Profit Organizations, Businesses, Individual Investors |
| Foreign Languages Serviced: | Spanish, German, Czech, Slovak |
| Advisory Services Provided: | Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities |
Services |
| Investment Types: | Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Our Office, Our Offices, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Long Term Care, Variable Annuity, Life, Health, Annuity |
Firm Information |
| Assets Managed by Firm: | 16 billion |
| Advisor's Number of Clients: | 95 |
| Assets Managed by Advisor: | $250,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets |
Education |
| MBA - Finance & Entrepreneurship | Loyola Marymount University
- Los Angeles 2000-2002 |
Financial Services |
| Financial Planning for Individuals
- comprehensive Financial Plans and projections using eMoney web based planning software |
| Portfolio Management
Actively managed equities Fixed income Alternatives - Private Equity - Private Real Estate (REITS) - Middle Market/Private Lending - Structured Notes Options Strategies, Concentrated positions Municipal Bond portfolios/separately managed accounts |
| Insurance Planning
Life Insurance planning - term and permanent life insurance Disability Income Insurance Long Term Care planning |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
|
Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
 |