Serenity Financial Planning - Financial Planning in La Jolla, California - San Diego, California

sitio web: Serenity Financial Planning es una empresa de planificación financiera ubicada en La Jolla, California, con dirección específica en 16870 W Bernardo Dr #400, San Diego, CA 92127. Puedes contactarlos por teléfono al 8582514545 o visitar su sitio web para obtener más información.

Esta empresa se identifica como women-owned, lo que refleja su compromiso con la igualdad y la diversidad. Además, su ubicación en La Jolla, California, la convierte en una opción conveniente para aquellos que buscan asesoramiento financiero en el área.

Algunas de las características que destacan de Serenity Financial Planning incluyen:

Ser un planner financiero y consultante financiero, lo que les permite a sus clientes recibir asesoramiento personalizado y efectivo.

Estar accessible para personas con discapacidad, con una entrada y estacionamiento accesible, así como un baño accessible.

* Requerir apuntamientos, lo que sugiere que sus clientes valoren la importancia de planificar y ejecutar sus objetivos financieros de manera efectiva.

Según las opiniones de sus clientes, Serenity Financial Planning ha recibido una puntuación promedio de 5/5 en Google My Business, lo que indica una gran satisfacción de sus clientes. Aunque solo tiene 10 reseñas, este logro sugiere que la empresa está haciendo una buena trabajo en brindar servicios de alta calidad.

Si estás buscando asesoramiento financiero confiable y personalizado, Serenity Financial Planning es una opción recomendada. Utiliza su sitio web para obtener más información y programar una cita con sus expertos financieros.

👍 Reviews of Serenity Financial Planning - Financial Planning in La Jolla, California

Annie L.

5/5

I retired in 2002 and my IRA was handled by a large firm designated by my former employer. In 2003, Susan spoke to my club about various kinds of investments. I was impressed by her knowledge, so I asked her to review my retirement portfolio. Sadly, my portfolio happened to contain much of what she had advised at the meeting not to have. So, I asked Susan to take over managing my portfolio. Within 10 years, my portfolio more than doubled – despite my monthly $1500 withdrawals. When my husband retired in 2012, he gladly turned over his retirement to Susan to manage and her stellar service continued onto another decade. We're thankful that Susan had also advised us about long term care early in the game. Now that we’re older, we see the practicality and potential need for it. We appreciate the time, effort, patience, & many options she’s shown us. We’ve been with Susan for over 20 years and it’s really comforting to know that she cares and watches out for us, just like she would for her family. We are fortunate that we have such a wonderful financial guardian angel to help us...

Karen B.

5/5

Susan Alefi's 30+ years experience, knowledge, hard work, professionalism and warm, friendly personality is a perfect fit for me. She is easy to work with, accommodating my schedule and clearly communicates, answering my questions and explaining when I don't understand. She has helped me move my financial portfolio from my previous institution that I felt just wasn't paying attention to my account, to her company "Serenity Financial Planning". Susan has "cleaned up" my portfolio and invested me in financial products that are making me significant gains already in a short time. Susan was truly the answer to my prayers just when I really needed help. I trust her explicitly, you can too. You won't be disappointed.

Karen H.

5/5

It has been my pleasure working with Susan over the past few years. She truly cares about the financial needs of her clients and always gives it her all. She is extremely knowledgable and treats me like family. I am so grateful to have her for my financial advisor.

Jennifer B.

5/5

Susan has been my financial planner for over 20 years. We review my investments at least once a year, and we figure out what is best for my family together. Susan is always available when I have a question. She is a pleasure to work with!

Joann F.

5/5

It has been my pleasure to have Susan Alefi as my financial advisor for the past six years. To this day, I remain totally impressed by her knowledge, professionalism, expertise, and foresight. She has performed her duties with great understanding of my personal situation, coupled with the patience of a saint! It is my honor to heartily endorse Susan and the financial service and guidance she provides.

Andrea L.

5/5

We have been working with Susan for several years now. Not only is she knowledgeable in her field, but she always takes the time to give us the best service & looks out for our best interest! I would totally recommend using her!! She is an excellent financial planner!!

Michell H.

5/5

Susan and I have been working together for several years. The care, patience and professionalism she uses to watch over my finances gives me great peace of mind and confidence.

Judith P.

5/5

My husband and I have worked with Susan for many years and she has managed all our assets. We feel very fortunate to have found a person we trust implicitly who has excellent financial skills