LPL Financial – Serenity Financial Planning LLC

7825 Fay Ave., Suite 200 La Jolla CA 92037 United States
Over two decades of expertise focused on financial strategies for individuals, families, and businesses.
At Serenity Financial Planning, we are client-centered.
We work with you to create advanced and diversified personal investment portfolios for when you plan your long term financial security. Let’s sit down together and discuss what’s important to you and what makes the most sense for you to plan for now and later.
How can my experience help you?
My extensive experience throughout major shifts in the markets enables me to help my clients’ structure balanced portfolios to help address their specific financial goals.
I invite you to request a no-cost consultation to discuss your needs, what I offer, and whether we are a good fit.Sima A. Alefi is a Registered Representative with, and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For a list of states in which I am/we are registered to do business, please visit: ,