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

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 16870 W Bernardo Dr #400, San Diego, CA 92127, United States.
Phone: 8582514545.
Website: serenityfinancialplanning.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Identifies as women-owned, Wheelchair-accessible entrance, Wheelchair-accessible parking lot, Wheelchair-accessible washroom, Washroom, Appointments recommended.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Serenity Financial Planning - Financial Planning in La Jolla, California

Serenity Financial Planning - Financial Planning in La Jolla, California 16870 W Bernardo Dr #400, San Diego, CA 92127, United States

☎️8582514545

⏰ Open Hours of Serenity Financial Planning - Financial Planning in La Jolla, California

  • Monday: 8:30 a.m.–4:30 p.m.
  • Tuesday: 8:30 a.m.–4:30 p.m.
  • Wednesday: 8:30 a.m.–4:30 p.m.
  • Thursday: 8:30 a.m.–4:30 p.m.
  • Friday: 8:30 a.m.–4:30 p.m.
  • Saturday: Closed
  • Sunday: Closed

Discover Peaceful Financial Planning with Serenity Financial Planning in La Jolla

If you're seeking financial planning services in La Jolla, California, look no further than Serenity Financial Planning, located at

16870 W Bernardo Dr #400, San Diego, CA 92127, United States

. This women-owned business stands out not only for its expert financial planning and consulting services but also for its commitment to inclusivity and accessibility. Serenity Financial Planning is conveniently wheelchair-accessible, featuring a wheelchair-accessible entrance, parking lot, and washroom. This attention to detail ensures that all clients, regardless of mobility needs, can receive personalized financial guidance in a comfortable environment.

For those interested in navigating their financial future, Serenity Financial Planning offers specialized services from financial planners and financial consultants. With a focus on tailored solutions, they help clients achieve their financial goals, whether it's retirement planning, investment strategies, or estate planning. Their approach combines professionalism with a warm, approachable demeanor, making the often daunting task of financial planning a bit less stressful.

Clients have praised Serenity Financial Planning highly, with an impressive average opinion of 5/5 stars based on 10 reviews on Google My Business. This reflects their dedication to client satisfaction and the quality of their service. Here are some highlights from their reviews:

  • Exceptional guidance on complex financial matters.
  • Highly personalized and attentive service.
  • Clear communication of financial plans and strategies.
  • Professional and approachable team.

For individuals considering seeking financial advice, Serenity Financial Planning is a recommended choice. Here are some key points of interest:

  • Wheelchair-accessible entrance
  • Wheelchair-accessible parking
  • Wheelchair-accessible washroom
Address: 16870 W Bernardo Dr #400, San Diego, CA 92127, United States
Phone: 858-251-4545
Website: serenityfinancialplanning.com
Specialties: Financial planning, financial consulting
Accessibility:
Appointments Recommended: To ensure personalized attention, appointments are recommended.

For someone looking to take control of their financial future, contacting Serenity Financial Planning through their website or by phone seems like a wise decision. Their commitment to accessibility and client satisfaction, combined with their high ratings, indicates a business that truly cares about helping its clients achieve financial peace of mind.

Don't wait to start planning your financial future. Visit their website at serenityfinancialplanning.com, or call them directly at 858-251-4545 to schedule your consultation today. Remember, taking proactive steps in financial planning can lead to a more secure and peaceful tomorrow.

Take the first step towards financial serenity with Serenity Financial Planning.

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

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

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

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

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

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

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

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

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

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