Overview

Hello,
My name Is Sima Alefi, I am an Advisor with LPL Financial, my office is located in San Diego, Ca.
I have been practicing for 26 years, mostly with the older generational client base, focused on face-to-face personalized service. I am tired of prospecting, I am looking to purchase an existing book of business locally and focus on what I do best-Financial Planning.
I have a bachelor’s degree in business management and hold the Chartered Financial Consultant® and Accredited Asset Management Specialist℠ certifications. In addition, I am a CFP candidate, I have completed all the course curriculum in 2020. I deeply care for my community and am an active member of the Kiwanis Club of La Jolla, Sharp Healthcare Foundation, San Diego Nice Guys, and act as a North County Advisory Board Member for the North County Food Bank. I am a lifelong learner with a dedication to growing in knowledge both personally and in the industry to assist my clients better.
I enjoy music and exploring the beautiful Californian outdoors.

If you are interested in speaking with me, you can contact me at ___ or my cell# ___-___-____.
My website is ___ Currently pending remodel.
I am happy to meet with you in person.

Thank you,
Sima

Last Activity
6 months or more

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