Simplifi, Inc. (CRD# 154900) is a financial advisory firm headquartered in San Diego, CA. They manage $151,298,732 in 471 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management151MILLION
Total Number of Accounts471ACCOUNTS
Average Account Value$321,229
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Eric Sigdestad (CRD# 3140614) is an Investment Advisor Representative working at Simplifi, Inc. in San Diego, CA and has over 19 years of experience in the finance industry. Eric Sigdestad 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.
Sean Nisil (CRD# 5407497) is an Investment Advisor Representative working at Simplifi, Inc. in San Diego, CA and has over 10 years of experience in the finance industry.