Serenity Financial Planning

Serenity Financial Planning "Financial Planner for People in Life Transactions & Empty Nesters." www.finra.org, www.sipc.org.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business on

ly with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

08/25/2026

Traditional industries quietly outlast startups

A few snapshots from a great week at LPL Financial’s Focus conference!Focus is about more than sitting in a classroom. I...
08/20/2026

A few snapshots from a great week at LPL Financial’s Focus conference!

Focus is about more than sitting in a classroom. It’s a chance to learn, hear important firm and industry updates, discover new resources, and connect face to face with peers and professionals from across the financial services community.

I came home with new ideas, valuable conversations, and plenty of information to bring back to the office.

I'm grateful for opportunities like this that allow me to keep learning, stay connected, and continue finding ways to better serve the individuals and families who place their trust in me.

08/18/2026

Are business owners ready for the wave?

08/11/2026

Hint: it is probably down the street from you

08/04/2026

Which "boring" business tops the charts?

07/30/2026

7 quick questions. A few surprises along the way.

What could shape markets in the second half of 2026?From shifting policy and economic conditions to the enormous investm...
07/29/2026

What could shape markets in the second half of 2026?

From shifting policy and economic conditions to the enormous investment being made in AI and technology infrastructure, several powerful forces are influencing today’s investment landscape.

Our Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks explores what investors should be watching, including market valuations, employment trends, interest rates, bonds, and the continued technology buildout.

There’s more happening beneath the headlines than meets the eye.




▶️ Watch the Midyear Outlook 2026: https://drive.google.com/file/d/1ZuZ0sJb2MMchjWspO3Qiy56goKA16JHi/view

07/28/2026

Intentions are great. Outcomes matter. Here's what to know.

07/23/2026

A quick quiz to test the basics. No math required.

07/21/2026

Adding a child to the deed? Read this.

Address

16870 West Bernardo Drive, Suite 400
San Diego, CA
92127

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18582514545

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