Serenity Financial Planning of San Diego

Serenity Financial Planning of San Diego is a Financial Planner in San Diego, CA. The firm provides fiduciary planning services, investment management, and retirement strategies tailored to long-term goals. Susan Alefi, the founder and Wealth Management Advisor, works primarily with individuals who are five to seven years from retirement or currently entering it. Her practice focuses on investment portfolio management, tax planning strategies, insurance solutions, and estate planning. As a fiduciary, she is required by law to act in the client's best interest. The firm is supported by the resources and infrastructure of LPL Financial, an independent broker-dealer, which provides institutional backing for the personal attention of a dedicated advisor.

Susan Alefi holds the credentials of Accredited Asset Management Specialist (AAMS), Chartered Financial Consultant (ChFC), and Enrolled Agent (EA). Her approach to financial guidance is rooted in a personal mission shaped by her grandmother's experience of navigating life without a financial safety net. This background drives her commitment to providing honest, clear, and knowledgeable guidance rather than relying on confusing jargon or impersonal service. The firm operates on a model of personalized planning, where Susan reviews a client's complete financial picture, including investments, taxes, income needs, and estate considerations, before building a tailored plan. Formal portfolio reviews occur periodically each year, and the plan is adjusted as life circumstances change. Bryana Barkate serves as the Client Relationship Manager, supporting the team's focus on straightforward, dedicated service.

The office is located at 16870 W Bernardo Dr #400. It sits on West Bernardo Drive, just a short distance from the Escondido Freeway and George Cooke Express Drive. The Rancho Bernardo Transit Center and the National Weather Service office are also within a short drive, approximately 0.2 miles away. Rancho Bernardo Road is located about 0.3 miles from the office.

Serenity Financial Planning of San Diego holds a perfect 5.00 rating based on 10 reviews. This solid reputation among its customers reflects a practice built on deep experience in investment and tax planning, where clients receive personalized attention and a relationship grounded in honest, straightforward guidance.

In San Diego, Serenity Financial Planning of San Diego serves as a dedicated resource for those seeking clarity and confidence in their financial future, combining personal expertise with institutional support to help clients manage their wealth effectively.

Services:

• Comprehensive Financial Planning
• Estate Planning Guidance
• Investment Portfolio Management
• Retirement Income Strategy
• Tax Planning