North County Advisory Board
Wealth Management Advisor
Sima is the Founder of Serenity Financial Planning, LLC. She has been practicing financial planning for more than 25 years. Sima is an Investment Advisor Representative with LPL Financial, and has her Series 7, 63, 66 Securities registrations held with LPL Financial, as well as her state Life and Health Insurance license.
In addition, Sima holds two professional designations: AAMS®: Accredited Asset Management Specialist from College of Financial Planning ChFC®: Chartered Financial Consultant from American College of Financial Services. Sima is also a member of the Financial Planning Association and holds a B.A. degree in Business Management from UOP.
Sima is honored and proud to be a SmartVestor Pro for a nationally syndicated radio talk show host, Dave Ramsey. A student of Dave Ramsey’s teachings, Sima preaches the teachings of the 7 Baby Steps, how to take control of your money.
Sima actively participates in her community as a member of Rotary, Kiwanis of La Jolla, North County Advisory Board Member for the North County Food Bank, and Sharp Healthcare Foundation. Sima works from our office in the beautiful coastal community of La Jolla. Sima has been married for 30 years and has two adult children.
Sima enjoys the outdoors, biking, walking, and spending time with her family as well as her small Shitzu/Bichon Frise dog, Brycie.
*Sima A. Alefi is a Registered Representative with, and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Serenity Financial Planning, LLC or LPL Financial. This information intended for residents of: AZ, CA, DC, FL, HI, NV, TN, TX, VA only. CA Insurance Producer License Number: 0D63312