Review Serenity Financial Planning In california, united-states
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Serenity Financial Planning
7825 Fay Ave., Suite 200
San-diego,Others
California,United-states - 92037
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Detailed description is I have over two decades of experience in the financial industry.
Previously my practice was with two well-known financial institutions where I developed an expertise focused on assisting families, women, and institutions with their wealth management needs As a woman financial advisor, I understand the importance of having specific 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..
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As a mother of two adults boys, married since 1994, I understand the juggler role that women have: mom, daughter, caregiver, wife, as well as managing career challenges.
I enjoy educating and empowering clients to take control of their financial future by providing a financial plan and investment advice..
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Sima A.
Alefi is a Registered Representative with, and securities are offered through, LPL Financial.
Member FINRA/SIPC.
www.finra.org www.sipc.org.
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Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness..
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The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: CA,AZ,FL,IL,MA,MD,NV,PA,TX,VA.
Established in the recent years Serenity Financial Planning in san-diego , california in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this Serenity Financial Planning is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
Frequently Asked Questions About This Location