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(858) 251-4545

Over two decades of expertise focused on financial strategies
for individuals,families and businesses.














Simplify your finances

With so much financial information out there, how do you decide how much you should be saving for retirement? Will you have to take care of aging parents? Financial goals should be comprehensive and  include protecting your legacy

Investment Strategies for Individuals & Families

For Business Owners & Professionals

Calculate a Retirement Plan through Risk Tolerance, assist with investment option analysis, address fiduciary responsibilities together.

Solutions for Businesses



MEET OUR TEAM and OUR LPL PARTNERS



Serenity Financial Planning is 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.

MEET SIMA ALEFI, AAMS®,WEALTH MANAGEMENT ADVISOR


Comprehensive services engineered to your goals

Pre-Retirement Management

We create strategies that are tailored to your needs and goals.

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Post Retirement Money Management

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Insights & Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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