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

Serenity Financial Planning is a financial planning and consulting firm located in La Jolla, California. The firm is situated at Address: 16870 W Bernardo Dr #400, San Diego, CA 92127, United States. You can reach them by phone at 8582514545. Their website, serenityfinancialplanning.com, provides valuable information about their services and team.

Serenity Financial Planning specializes in financial planning and consulting, offering expert advice and guidance to help individuals and businesses manage their finances effectively. Their team comprises experienced and knowledgeable financial planners and consultants who can provide personalized solutions tailored to their clients' unique needs.

One of the key features of Serenity Financial Planning is that it is a women-owned firm, which adds diversity and perspective to their services. They provide a welcoming and inclusive environment for all clients, regardless of gender, age, or background. Additionally, the firm offers wheelchair-accessible parking, entrance, and toilet facilities, making it easy for people with disabilities to access their services.

When it comes to scheduling an appointment, it is recommended to book in advance, as this ensures that clients receive the attention and time they deserve. The firm's toilets are clean and well-maintained, making it a comfortable and convenient place to conduct business.

Serenity Financial Planning has received excellent reviews from its clients, with a average opinion of 5/5 based on 10 reviews on Google My Business. This is a testament to the high-quality services they provide and the level of satisfaction their clients have experienced.

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 Brown

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 Harenski

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 Baldoza

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 Furse

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 Leib

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 Hemus

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 Pierson

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