Susan Alefi, AAMS® ChFC® is a financial advisor who works with trusted LPL wealth management specialists who want to help you retire well, preserve wealth for your family, and plan for a better future. Life is full of difficult transitions, but we’re here to help you achieve financial independence no matter who you are or where you are in life.
We serve everyone, but especially women in transition. Serenity Financial Planning provides comprehensive wealth management and financial planning services with a thoughtful, sensitive approach. Whether you’re recently widowed, divorced, or preparing for retirement, we can help you navigate your new season of life.
At Serenity, we understand the challenges women face and are here to help and have experience supporting women in medicine, widows, women in business, and women experiencing divorce.
Let us help you create a roadmap to retirement.
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Susan Alefi is a Registered Representative with, and securities are offered through, LPL Financial. Member FINRA/SIPC. www.finra.org www.sipc.org
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.
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.
Company Details
- Employees
- 2
- Address
- 7825 Fay Ave,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Tax Planning, Retirement Planning, Divorce Planning, Income Planning, Women in Medicine, Women in Business, Balanced Portfolios.
- HQ
- San Diego, California
- Competitors
- Nautica Wealth Advisors, Mariner Advisor Network, Lumena Financial Strategies, Russell Wealth Partners, Aligned Financial Planning, Blankinship & Foster, LLC Fiduciary Financial Advisors, Wealth Consulting Group, Tidemark Financial Partners, DB Wealth Management Group, Seapoint Wealth Advisors.
Serenity Financial Planning Questions
Serenity Financial Planning's website is https://www.serenityfinancialplanning.com/
Serenity Financial Planning's LinkedIn profile is https://www.linkedin.com/company/serenity-financial-planning
Serenity Financial Planning has
2 employees.
View email and phone details for 2
employees at Serenity Financial Planning.
Serenity Financial Planning's industry is
Financial Services
Serenity Financial Planning's top competitors are
Nautica Wealth Advisors,
Mariner Advisor Network,
Lumena Financial Strategies,
Russell Wealth Partners,
Aligned Financial Planning,
Blankinship & Foster, Llc Fiduciary Financial Advisors,
Wealth Consulting Group,
Tidemark Financial Partners,
Db Wealth Management Group,
Seapoint Wealth Advisors.
Serenity Financial Planning's categories are Financial Services
