Making A Charitable Choice Sima Alefi Wealth Management Advisor I am a wealth management advisor and member of the financial planning association. as… · experience: tax wise pros, llc · location: san diego · 500 connections on linkedin. view susan alefi. Sima alefi, aams® chfc®wealth management advisorserenity financial planning is a boutique financial firm that offers an individualized approach. i pride myse.
The Charitable Ira Transfer Sima Alefi Wealth Management Advisor Sima alefi is a wealth management advisor and member of the financial planning association. as founder of serenity financial planning, she works with clients across the country. felena hanson recently interviewed sima about her background and practice. with over two decades of industry experience, sima has guided clients through the. Serenity financial planning. · january 3, 2022 ·. sima alefi is a wealth management advisor and member of the financial planning association. as founder of serenity financial planning, she works with clients in the la jolla area and across the united states. learn more about sima here:. By winthrop wealth. as individuals seek to combine their philanthropic endeavors with their financial planning goals, two notable options emerge: donor advised funds (dafs) and qualified charitable distributions (qcds). both offer distinct advantages and trade offs, making the decision between them a pivotal aspect of your charitable giving and. Sima alefi crd number: 2957934 current firm: lpl financial llc sima alefi (crd# 2957934) is an investment advisor representative working at lpl financial llc in san diego, ca and has over 26 years of experience in the finance industry.
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