Simple Life Financial
Business details
- Category
- Financial Services · Financial planner
- Address
- 216 San Carlos Ave, El Cerrito, CA 94530
- Phone
- (510) 526-4407
- Website
- simplelifefinancial.com
- County
- Contra Costa County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Simple Life Financial is a financial planning practice in El Cerrito focused on clear, straightforward guidance for individuals and families. We help clients plan with confidence, and we're known for knowledgeable, honest advice tailored to each person's situation.
Our fee is fixed rather than a percentage of your assets, so you know exactly what you're paying for our time and expertise. We work with clients at every income level, because sound financial planning should be within reach for everyone.
Our approach is built on keeping your interests at heart, from the first conversation through every stage of your plan. Serving El Cerrito and communities across Contra Costa County, we'd welcome the chance to talk about your goals.
Visit our website to learn more and get in touch.
Our fee is fixed rather than a percentage of your assets, so you know exactly what you're paying for our time and expertise. We work with clients at every income level, because sound financial planning should be within reach for everyone.
Our approach is built on keeping your interests at heart, from the first conversation through every stage of your plan. Serving El Cerrito and communities across Contra Costa County, we'd welcome the chance to talk about your goals.
Visit our website to learn more and get in touch.