About Us

SimpliFi is a San Diego – based retirement planning firm. Founded in 2005, SimpliFi is an independent, fee-only firm focused on simplifying sophisticated retirement plans for its clients.

CERTIFIED FINANCIAL PLANNER™ Professionals seek to help clients maximize their retirements with minimal stress, recognizing retirement planning is about more than simply enhancing wealth – it’s about quality of life.

Meet The Team

SimpliFi employs a team approach designed to assure continuity of service to our clients. Our firm is structured so that someone will always be available to you now and through every stage of your life in the future.

Click on each team member to learn more about them.