Serenity Financial Planning - Financial Planning in La Jolla, California

"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..."

"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."

"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."