Broker Check

About Sima Alefi

Sima Alefi, AAMS® ChFC®
Wealth Management Advisor

(858) 251-4545

sima.alefi@lpl.com

“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 Alefi

About Sima

Sima 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 Focus

Comprehensive 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 Services

Memberships & Community Involvement

Mariam Quest

Branch Office Administrator

833-921-4760

Admin.Alefi@lpl.com

As our Branch Office Administrator, Mariam has a comprehensive knowledge of operations and services. She provides top-notch operational and client support. Mariam takes pride in working to help ensure that our client's experience exceeds their expectations.

Mariam began her career in the financial services industry in 2006.  Her passion for the industry has led to a vast knowledge of client accounts and LPL policies.

In her free time, she enjoys trying out new restaurants with friends and watching sports. Mariam is fluent in French and enjoys spending time in nature.