SimpliFi, Inc.

SimpliFi delivers retirement planning built around your life, not just your portfolio. We coordinate tax, income, and estate decisions so every part of your plan works together.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

9666 Businesspark Avenue, Suite #111 San Diego, CA 92131 Phone: (858) 695-6600

Primary Office

9666 Businesspark Avenue, Suite #111 San Diego, CA 92131 Phone: (858) 695-6600