Simplify Financial Employee Directory
Financial ServicesCalifornia, United States0-1 Employees
Finances shouldn't feel daunting. I'm here to help you get a clear view of your money, so you can confidently plan for the future. My mission is to lay out a simple financial plan that provides visibility into your finances so you can clarify your goals and chart the course ahead. Straightforward. Simple. Done. ------------------------------------------------------------------------------------------------------- I'm a Registered Investment Advisor. I uphold a Fiduciary Standard and Code of Ethics, which means that your interests are placed ahead of my own. I am a Fee-Only Planner, I do not sell financial products for commission nor do I benefit from your investment portfolio in any way.
1-888-653-2347 
support@leadiq.com 
