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

When searching for reliable financial planning services in La Jolla, California, Serenity Financial Planning stands out as a beacon of expertise and personalized care. Located at 16870 W Bernardo Dr #400, San Diego, CA 92127, this women-owned business offers a welcoming environment that prioritizes accessibility and inclusivity. Patients can easily reach out to them via their phone number 858-251-4545 or visit their website serenityfinancialplanning.com for more information.

Serenity Financial Planning specializes in Financial Planning and Financial Consulting, services that are crucial for individuals aiming to secure their financial futures. Their team, identified as Financial Planners and Financial Consultants, brings a wealth of knowledge and experience to the table, ensuring that clients receive tailored advice that meets their unique needs.

For those considering Serenity Financial Planning, several points of interest are noteworthy. The office is wheelchair accessible, with an entrance, parking lot, and restrooms that accommodate guests with mobility challenges. Furthermore, they recommend scheduling appointments to ensure a smooth consultation process. This attention to detail and client comfort reflects their commitment to excellence in financial advising.

Customer opinions about Serenity Financial Planning are overwhelmingly positive, with an average rating of 5/5 based on 10 reviews on Google My Business. These testimonials speak volumes about the high level of service and satisfaction clients experience. The company's women-owned status further endears them to clients seeking representation and understanding from a business that shares similar values.

For anyone in need of professional financial guidance, Serenity Financial Planning offers a unique blend of expertise, accessibility, and personalized service. Their recommendations for individuals looking to plan their finances with confidence are clear: reach out through their website to schedule a consultation, or give them a call for immediate assistance.

👍 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