Eric Pritz - SEIA

Eric Pritz - SEIA SEIA is a boutique, independent wealth management and financial planning firm with offices throughout Southern California. Guided by Eric C.

Pritz, CFP®, CMFC, a partner at SEIA, our team of seasoned professionals brings a unique understanding and perspective to the wealth management challenges of active South Bay executives, entrepreneurs and families. Our clients are often quite capable of managing their finances on their own, but smart enough to recognize the value of unbiased and unvarnished advice and guidance that’s backed by the

support of SEIA. At our core, we are comprehensive planners who can help bring clarity and balance to both your short-term objectives and your long-term goals. As your personal CFO, our team assists in managing the many complexities of your busy financial life including protection planning, investment, retirement and tax planning, and trust and estate planning. Our work doesn’t end when you eventually transition into retirement. Your life is a work in progress. Priorities shift, goals evolve and unexpected needs arise. We’ve carefully constructed our team of advisors, client service, investment research, trading and operations professionals not only to get you to retirement, but through retirement while proactively and responsively addressing change. As long-time South Bay residents, our commitment to and support of this community runs deep. Living in Manhattan Beach, with offices in Redondo Beach, we are proud to be involved in philanthropic efforts and local charities that benefit this amazing community. Disclosure: SEIA is not affiliated with Facebook and is not responsible for Facebook’s privacy or security policies. SEIA does not endorse or adopt the content, products, advertising, advice, opinions, recommendations or other materials found on linked sites or posted by third parties. Nothing on this site shall constitute an offer, solicitation to purchase or sell a security or financial product or be deemed investment or other advice. All financial and investment information found on this site and links to other sites are for informational purposes only. Registered Representative / Securities offered through Signator Investors, Inc., Member FINRA, SIPC. 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067 (310) 712‐2323. SEIA, LLC and its investment advisory services are offered independent of Signator Investors, Inc. and any subsidiaries or affiliates. I am licensed to sell Insurance Products in the state of California (License Number: 0E55966) I am licensed to sell Securities in the following states: CA, AZ, HI

05/19/2026

☕ The latest edition of The Brew is here!

🔹 Trump Accounts Explained
What these new accounts are, who qualifies, and how they’re designed to encourage long-term investing for children.

🔹 Potential Planning Opportunities
Why the transition to a Traditional IRA at age 18 could create future Roth conversion planning opportunities.

🔹 Account Comparisons
How Trump Accounts compare to 529 Plans, Custodial Roth IRAs, and UGMAs/UTMAs.

📘 Stay informed. Stay strategic. Start here: https://bit.ly/BREW0526

☕ The latest edition of The Brew is here!This month’s newsletter dives into:🔹 Charitable Giving Strategies Before 2026Tw...
09/18/2025

☕ The latest edition of The Brew is here!
This month’s newsletter dives into:

🔹 Charitable Giving Strategies Before 2026
Two big changes to charitable deductions take effect next year. Learn why 2025 may be your most impactful year to give.
🔹 What’s Changing
New rules will introduce a 0.5% AGI floor and cap deductions at 35%—reducing the tax benefit of your generosity starting in 2026.
🔹 Smart Moves to Consider
Explore front-loading donations or using donor-advised funds while full deductions are still available.

📘 Stay informed. Stay strategic. Start here: https://bit.ly/BREW0925

Facebook LinkedIn RECENT MEDIA MAXIMIZING YOUR CHARITABLE DEDUCTIONS BEFORE 2026 As we approach the last quarter of 2025, charitably inclined individuals that typically itemize deductions on their tax returns should pay extra attention to impending changes under the One Big Beautiful Bill Act (OBBBA...

☕ The newest edition of The Brew is here!This month’s newsletter covers:🔹 Mind the GapA new Morningstar report highlight...
08/20/2025

☕ The newest edition of The Brew is here!
This month’s newsletter covers:

🔹 Mind the Gap
A new Morningstar report highlights a persistent gap between the returns funds generate and what investors actually earn—driven largely by poor timing decisions.

🔹 Why It Happens
Behavioral biases, volatility, and frequent fund switching all contribute to missed opportunities and lower actual returns.

🔹 How Advisors Help
From rebalancing to behavioral coaching, SEIA advisors provide the structure and discipline to help you stay on course and capture more of your portfolio’s potential.

📘 Stay informed. Stay strategic. Start here: https://bit.ly/BREW0825

A recent Morningstar report, highlights an important lesson for investors: the returns your funds generate aren’t always the same as the returns you experience.

https://www.seia.com/9204-2/
07/28/2025

https://www.seia.com/9204-2/

We're thrilled to announce that Brad Repinsky has joined our team as Director of Estate, Tax & Financial Planning!

07/21/2025

This quarter, we're diving deep into essential topics for wealth protection and investment strategy:

📋 Beyond Standard Coverage: The ABCs of Property & Casualty Insurance
Learn why standard policies may fall short for high-net-worth families and how tailored coverage can help address emerging risks.

🏥 Healthcare Sector Analysis
Is the recent underperformance an opportunity? Our team explores policy changes, spending cuts, and what it means for investors.

📈 Plus: 2025 tax brackets, team updates, and our partnership with LA Strong Foundation for wildfire relief efforts

Read the full Q2 2025 newsletter to discover how comprehensive planning can help safeguard your lifestyle and legacy.

Read now: https://bit.ly/tr2025q2

07/16/2025

Check out our Q2 2025 Insights: From Tariffs to Tax Cuts

📉 The newest edition of The Brew is here! ☕This month’s newsletter explores:🧠 Behavioral finance tips📈 Long-term strateg...
05/02/2025

📉 The newest edition of The Brew is here! ☕

This month’s newsletter explores:
🧠 Behavioral finance tips
📈 Long-term strategy reminders
💼 Advice for staying the course

📊 Stay informed. Stay strategic. Start here: https://bit.ly/BREW425

Explore how "high-water mark thinking" impacts investor behavior and learn strategies to navigate volatility and stay focused on long-term goals in 2025.

03/27/2025

☕ The newest edition of The Brew is here!

This month’s newsletter explores:

🔹 Tariffs, Inflation & Interest Rates
The Fed’s March meeting delivered a cautious tone, with projections pointing to a “higher for longer” rate environment. What does this mean for investors?

🔹 Bond Strategy in Focus
With inflation revised higher and GDP growth slowing, we break down how bond investors can navigate an uncertain path forward.

📈 Stay informed. Stay strategic. Start here: https://bit.ly/BREW325

We're breaking down the 2025 volatility: policies, recession fears, and how companies are adapting. Check it out:https:/...
03/18/2025

We're breaking down the 2025 volatility: policies, recession fears, and how companies are adapting. Check it out:
https://www.seia.com/volatility-returns-to-normal-in-2025/

After two years of market growth, volatility has returned. Explore the economic factors, policy changes, and market trends shaping the financial landscape.

Address

1848 S Elena Avenue, Suite 100
Redondo Beach, CA
90277

Telephone

+13107122322

Alerts

Be the first to know and let us send you an email when Eric Pritz - SEIA posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Eric Pritz - SEIA:

Share