Broker Check

Meet Our Team

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.

Joelle Craker
Administrative Associate
The Financial Services Network

(650) 445-0457

[email protected]

In her role as Administrative Associate with The Financial Services Network, Joelle provides virtual administrative support to Network advisors. Specializing in assisting advisors prepare and administer financial plans, Joelle works closely with advisors on related tasks.

Joelle has been assisting LPL Financial Advisors since 2007, when she began her financial services career. Her passion for the industry has led to a vast knowledge of client accounts and LPL Policies; all while helping Advisor’s and their assistants be as efficient as possible in their day-to-day tasks.

In her free time, she enjoys running, gardening, and spending time with her friends and family.

 

 

Additional Team Members

LPL provides me with the tools, technology, and support I need as an advisor to manage a successful practice. Backed by LPL's substantial resources, I can focus on what I do best, provide you with prudent financial guidance and advice as you plan your future.

Private Client Group

Private Cient Group assists in the unique needs of high-net-worth individuals and families, foundations and endowments, and institutional clients. With a deep background in advanced estate and financial planning, philanthropic planning, executive compensation arrangements, and investment real estate strategies, LPL assists me with the creation and implementation of a broad-range of planning concepts.

The Private Trust Company

The Private Trust Company N.A. (PTC) is an affiliate of LPL Financial. PTC manages trusts and family assets for high net worth clients and is licensed in all 50 states under its 1995 national banking charter to administer the trusts and implement the estate plans of affluent families. The bank does not engage in lending or deposit taking; it specializes solely in providing fiduciary solutions. As its primary mission, PTC provides trust services to clients of LPL Financial advisors as well as to local clients in Cleveland, Ohio, where it is headquartered. PTC is also the custodian of all of the LPL Financial IRA accounts.

Insurance Group

Building Solutions for Complex Cases
The Insurance Consulting Team partners with advisors to develop and implement strategies for affluent families and business owners looking to meet a variety of complex financial goals. Areas we have expertise in include:

  • Estate planning
  • B-Trust leverage
  • Asset and income maximization
  • Gifting strategies
  • Buy-sell funding
  • Executive bonus arrangements
  • Key person
  • Private Financing
  • Split dollar plans
  • Supplemental Retirement Plans
  • Non-qualified deferred compensation

The LPL Financial Research Team

LPL Financial Research works continuously to help Management interpret and adjust to the latest developments in the world’s capital markets. The team consists of seasoned and accomplished industry veterans, comprising one of the largest and most experienced research groups among independent brokerage firms.