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SimpliFiFinancial advisor in San Diego, CA

SimpliFi is a financial advisor at 9666 Businesspark Ave Ste 111, San Diego, CA 92131, ranked #6 of 266 financial advisors in San Diego and rated 5.0 from 100 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Diego, CAUpdated 0 paid placements in any rankingHow we rank

Call (858) 695-6600Website ↗

Key facts

Key facts about SimpliFi
Address9666 Businesspark Ave Ste 111, San Diego, CA 92131Get directions
Phone(858) 695-6600
Websiteretiremeasap.com
HoursMonday to Friday: 7:30 AM – 4 PM
Google rating5.0 from 100 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Diego and 12 towns within 25 miles: Mira Mesa, Rancho Penasquitos, Poway, Santee, La Jolla, La Mesa, Solana Beach, El Cajon, Winter Gardens, Lakeside, Lemon Grove and Bostonia.

Based in San Diego, CAView on map

Opening hours

Opening hours for SimpliFi
DayHours
Monday7:30 AM – 4 PM
Tuesday7:30 AM – 4 PM
Wednesday7:30 AM – 4 PM
Thursday7:30 AM – 4 PM
Friday7:30 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about SimpliFi

How is SimpliFi ranked in San Diego?

SimpliFi is ranked #6 of 266 financial advisors in San Diego by RFA Score, with 72 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are SimpliFi’s hours?

SimpliFi is open Monday to Friday. Its listed hours are Monday to Friday, 7:30 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does SimpliFi serve?

Serves San Diego and 12 towns within 25 miles: Mira Mesa, Rancho Penasquitos, Poway, Santee, La Jolla, La Mesa, Solana Beach, El Cajon, Winter Gardens, Lakeside, Lemon Grove and Bostonia. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about SimpliFi?

SimpliFi has a rating of 5.0 from 100 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact SimpliFi?

Call SimpliFi on (858) 695-6600. The business is at 9666 Businesspark Ave Ste 111, San Diego, CA 92131. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

SimpliFi compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
SimpliFi (this business)—725.0 (100)NoNo
Paramount Tax & Accounting - Rancho Bernardo#4735.0 (128)NoNo8.5 mi
PracticeCFO#5735.0 (112)NoNo4.5 mi
Creative Planning#7725.0 (99)——7.2 mi

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