Broker Check

About Sima Alefi

Sima Alefi, AAMS®
Wealth Management Advisor

(858) 251-4545

[email protected]

As your Wealth Management advisor, my commitment to you is to first listen to you and understand your financial needs. Your financial goals are as important to me just as they are important to you. Whether you're nearing retirement, in retirement, had a life altering event or just need advisory services, I will help you develop a road map that will not be driven by emotions or market volatility.

Over two decades of extensive experience throughout major shifts in the markets enables me to help you structure a more balanced and serene approach to help address your specific financial goals. I have catered to professionals from different walks of life. Many of my clients are either working as independent business owners or professionals in the field of technology, medical, education, marketing, real estate or retired.

I have earned a degree in Business Management and in addition I have earned several applicable securities licenses. I hold an Accredited Asset Management Specialist, AAMS® professional designation.

I have been married for over 25 years and am a mother of two adults boys. I enjoy reading, biking, walking, cooking and enjoying the outdoors. As a financial advisor I understand the importance of having specific financial plans for various life events such as the birth of children, marriage of children, illnesses that befall our family members, and death of loved ones.

My philosophy includes educating and empowering my clients to take control of their financial future by helping them create a comprehensive financial plan and investment advice designed to their needs.

I invite you to request a consultation to answer your questions and see if we would be a good fit. We will sit down together and discuss your needs, what I offer, and whether I may advise you with your financial plans.