About Sima Alefi Sima Alefi, AAMS® ChFC®Wealth Management Advisor (858) 251-4545 firstname.lastname@example.org “Serenity Financial Planning is a boutique financial firm that offers an individualized approach. I pride myself in my availability for my clients, meeting their needs personally and taking on their goals as my own. I will always strive to remain competitive within my industry while bringing a fresh approach to traditional planning.” – Sima AlefiAbout SimaSima Alefi is a Wealth Management Advisor and member of the Financial Planning Association. As founder of Serenity Financial Planning, she works with clients in the La Jolla area and across the United States.With over two decades of industry experience, Sima has guided clients through the ups and downs of the market. This experience enables her to structure a serene approach to investing while addressing her clients’ specific financial goals. She understands 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.Sima caters to professionals from a variety of industries and backgrounds. Many of her clients work as independent business owners or professionals in the field of technology, medical, education, marketing, real estate. She also focuses on retirement planning and can assist in both preparing for and living a successful retirement.Sima has been married for over 25 years and is the proud mother of two adult boys. She enjoys reading, biking, walking, cooking, watching movies and being outdoors.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 & CertificationsBusiness Management, B.A.Accredited Asset Management Specialist, AAMS® - College of Financial PlanningChartered Financial Consultant, ChFC® - The American College of Financial ServicesMemberships & Community InvolvementMember of North County Food Bank under the umbrella of SD Food Bank Member of the Kiwanis Club of La Jolla Member of the Rotary ClubMember of Sharp Healthcare FoundationMember of Financial Planning Association Raeshele Calcote-Smith Client Relationship Manager (858) 301-6112 email@example.com In her role as a Client Relationship Manager, Raeshele provides administrative support to our Wealth Management Advisor as well as with all aspects of professional services to our clients. Raeshele has been committed to putting clients' interests first since joining the financial services industry in 2008. Her passion for the industry has led to a vast knowledge base of operations, logistics and protocol for financial institutions. Her passion lays in client's experience ensuring each touch comes with a balance of compassion and knowledge.When outside of the office, Raeshele and her husband enjoy the local botanical gardens, regional parks, and soaking up the abundant culture that the East Bay has to offer.