“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
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
- Member of North County Food Bank under the umbrella of SD Food Bank
- Member of the Kiwanis Club of La Jolla
- Member of the Rotary Club
- Member of Sharp Healthcare Foundation
- Member of Financial Planning Association