Brian Holmes
Brian Holmes is the President and Chief Executive Officer of Signature Estate & Investment Advisors. He is one of the four founding partners of the advisory firm and currently sits on its investment committee. Holmes has been in the investment management industry for more than 35 years, maintaining a successful independent private practice with his team for over 300 clients. Numerous prominent clients, executive groups, corporations, and universities have retained him for lectures.
Brian Holmes Professional Experience / Academic History
Professional Experience
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Founding Partner, President and Chief Executive Officer
Academic History
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BA in Psychology
AWARDS AND RECOGNITIONS
- Holmes was named to the Barron’s Hall of Fame in 2019.
- He is the only advisor from Los Angeles and Orange Counties to make the elite Barron’s Top 100 Independent advisors from 2008 to 2018.
- Worth Magazine ranked him among the nation’s Top 250 Financial Advisors of 2008 and featured him from 2010 to 2019 in “Leading Wealth & Legal Advisors.”
LICENSES AND CERTIFICATIONS
- Certified Financial Planner®, 1988
- Accredited Investment Fiduciary®, 2011
- Life Insurance Agent