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Terence Da Cunha

Terence Da Cunha

Senior Partner at Signature Estate & Investment Advisors LLC

San Clemente, CA , United States

About

Terence E. Da Cunha is a Senior Partner at Signature Estate & Investment Advisors (SEIA), based in California, where he manages client portfolios and leads advisory teams from the Newport Beach branch. In this capacity, he specializes in comprehensive wealth management for high-net-worth individuals and families, focusing on areas such as portfolio construction, retirement planning, and estate strategies, with a particular expertise in equities, fixed income securities, and alternative investments.

Previously, Da Cunha held Vice President roles at major firms including UBS and ROTH Capital Partners, where he developed a strong background in investment management and client advisory services spanning over two decades. Over his career, he has distinguished himself by building close client relationships and guiding investment teams, particularly in public and private equity markets and fixed income sectors.

Da Cunha holds degrees from California State University, Long Beach, and the College for Financial Planning, and carries the CFP® and AIF® designations, underlining his deep knowledge of financial planning and fiduciary standards. His notable achievements include being promoted to Senior Partner and continuing to mentor advisors within SEIA, contributing significantly to the firm's reputation in the Southern California wealth management landscape.

Career History

OrganizationRoleDate RangeDetails
Signature Estate and Investment AdvisorsSenior PartnerJan 2006 to Present
Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of affluent...
UBSVice President of InvestmentsJan 2000 to Jan 2006
ROTH Capital PartnersVice President of InvestmentsJan 1996 to Jan 2000
Sutro and Co IncVice President of InvestmentsJan 1993 to Jan 1996
Shearson Lehman BrothersVice President of InvestmentsJan 1992 to Jan 1993
Kidder PeabodyRegistered RepresentativeJan 1990 to Jan 1992

Education

California State University, Long Beach

1986 1988

College for Financial Planning

Others at Signature Estate & Investment Advisors LLC (21)

NameRoleLocation
Andrea Mitchell
Andrea Mitchell
Portfolio ManagerLos Angeles, CA , United States
Azim Nakhooda
Azim Nakhooda
PartnerCleveland, OH , United States
David Johnson
David Johnson
Senior PartnerMcLean, VA , United States
David Robertson
David Robertson
PartnerCleveland, OH , United States
Dylan Audsley
Dylan Audsley
AssociateSanta Monica, CA , United States
Jennifer Kim
Jennifer Kim
Senior PartnerLos Angeles, CA , United States
John Keenan
John Keenan
PartnerKensington, MD , United States
K
Kenneth Buzek
PartnerStrongsville, OH , United States
Kenneth Rogat
Kenneth Rogat
PartnerCleveland, OH , United States
Mark Copeland
Mark Copeland
Senior PartnerNewport Beach, CA , United States
Showing 1-10 of 21 team members

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