Mark Sifling (CRD# 4080932) is an Investment Advisor Representative working at Simple Life Financial in El Cerrito, CA and has over 23 years of experience in the finance industry. Mark Sifling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| K183 Enterprises Llc Dba Simple Life Financial | El Cerrito, CA | Jul 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
- CA
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts77ACCOUNTS
-
Average Account Value$242,320
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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