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Serenity Financial Planning - Financial Planning in La Jolla, California
- Investment Service
- La Jolla, CA
About this business
Serenity Financial Planning offers the one-on-one, personalized financial services you expect from a small firm, with the resources and support that only a top nationwide firm can offer. Our in-house team and the backing of LPL Financial make it possible for us to customize your financial plan and provide you with the exact financial services you need to get you to your financial goals.
Location details
7825 Fay Ave Suite 200, Suite 200, La Jolla, CA, 92037, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 4:30 p.m. | |
| Tue | 8:30 a.m. to 4:30 p.m. | |
| Wed | 8:30 a.m. to 4:30 p.m. | |
| Thu | 8:30 a.m. to 4:30 p.m. | |
| Fri | 8:30 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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 ... read more
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 ar... read more
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.
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!
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.
Frequently asked questions about Serenity Financial Planning - Financial Planning in La Jolla, California
How is Serenity Financial Planning - Financial Planning in La Jolla, California rated?
Serenity Financial Planning - Financial Planning in La Jolla, California has a 5 star rating with 12 reviews.
When is Serenity Financial Planning - Financial Planning in La Jolla, California open?
Serenity Financial Planning - Financial Planning in La Jolla, California is closed now. It will open on Monday at 8:30 a.m.