About Sima Alefi
I help you break down your financial details into a simple picture of where you stand, without using complicated financial jargon. I help you focus on making a plan for your financial future by: preserving your assets, reviewing education planning, increasing cash reserves, focusing on saving for retirement. For pre-retirees, retirees, and those who are 50+, I can help you plan for retirement by: helping to prepare for the unexpected, helping to increase your income, providing options to reduce taxes via tax efficient investments. I enjoy making a difference in the lives of my clients. It would be my greatest honor to sit down with you and discuss your unique situation.
Sima A. Alefi is a Registered Representative with, and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
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