Wealth Advisor
Tony Saemai AIF® – Accredited Investment Fiduciary
How We Can Help You
Working directly with private individuals & companies, Tony and his team help create investment strategies and solutions that meet both individual and corporate objectives.
Our retirement plan team works exclusively with companies and their employer-sponsored retirement plans. We have solutions for plans of all sizes, and our clients range from start-up plans to plans with more than $300 million.
We offer full advisory services, acting as advisor & fiduciary to provide 3(38) or 3(21) Fiduciary services, access to a dedicated team of experts, and education for plan participants & individuals.
We’re thrilled to make your acquaintance. Every one of our clients is unique, and that’s what makes our custom and independent advice so valuable. Let’s connect and see how best we can help you.
For Full Disclosure of the AIF Designation, Click Here
Background & Experience
Tony Saemai, Senior Vice President & Director of Corporate Retirement Plans, brings over 16 years of experience in advanced wealth management & ERISA plan consulting.
Prior to joining Seacrest, he was a reinvestment partner among one of the United States top ten ranked investment management teams (as ranked by Barron’s Magazine yrs. 2007-2013) based in the Silicon Valley region at Morgan Stanley. In this role he consulted with corporate insiders & executives of Fortune 500 companies such as Google, Chevron, Boeing, Amazon, Microsoft, Visa, & many more large publicly traded companies. Specifically, he helped these groups evaluate their company stock options, restricted stock holdings, 401(k), & develop strategic plans to meet their investment goals while complying with insider 10b5-1 trading rules.
As an Accredited Investment Fiduciary, Tony, and his team oversee hundreds of company retirement plans across the U.S. covering over tens of thousands of employees. He has extensive experience in qualified corporate retirement plan issues and supplemental executive retirement plans, including aligning corporate clients’ with leading industry experts for the designing, drafting and amending plans to comply with operational, legislative and regulatory changes. He has advised companies of various sizes, aiding them in their fiduciary process, educating their participants, advising them on their investment offerings and plan design, as well as acting in the role of impartial consultant to ensure each client maintains the most competitive and favorable plan in place for their valued employees.
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