Susan Sima Alefi

WORK HISTORY

EDUCATION

ABOUT SUSAN SIMA ALEFI

I am a Wealth Management Advisor, member of the Financial Planning Association as well as a tax advisor. As founder of Serenity Financial Planning, I work with clients in the La Jolla area and across the United States. With over two decades of industry experience, I have guided clients through the ups and downs of the market. This experience enables me to structure a serene approach to investing while addressing my clients’ specific financial goals. I understand the importance of having specific financial plans for important life events such as the birth of children, marriage, illness, and the death of loved ones.I cater to professionals from a variety of industries and backgrounds. Many of my clients work as independent business owners or professionals in the field of technology, medical, education, marketing, real estate. I also focus on retirement planning and can assist in both preparing for and living a confident retirement. Areas of FocusComprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Insurance, Retirement, Life Planning, Sudden Wealth and College Planning.Degrees & Certifications• Business Management, B.A. • Accredited Asset Management Specialist, AAMS® - College of Financial Planning• Chartered Financial Consultant, ChFC - The American College of Financial ServicesMemberships & Community Involvement• Member of the Kiwanis Club of La Jolla• Member of Financial Planning Association• Member of San Diego Nice Guys charity• Member of North County Food Bank Advisory Board• Committee Member of Sharpe Health Care Foundation Finance • Member of La Jolla Woman\'s Club non-profit organization The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.CA Insurance Producer License Number: 0D63312Sima A. Alefi is a Registered Representative with, and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.