SimpliFi
Identity
- Name
- SimpliFi
- Formatted address
- 9666 Businesspark Ave Suite 111, San Diego, CA 92131, USA
- Phone
- (858) 695-6600
- Website
- http://www.retiremeasap.com/
- Primary category
- Consultant
- Hours
- Monday: 7:30 AM – 4:00 PM Tuesday: 7:30 AM – 4:00 PM Wednesday: 7:30 AM – 4:00 PM Thursday: 7:30 AM – 4:00 PM Friday: 7:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=11053801818844283910&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| fiduciary_status | yes | 2 | fresh |
|
|
| compensation_model | not-established | 0 | fresh |
|
Self-Claims
Firm Stated Facts
-
categorized_as: financial advisors
- retiremeasap.com https://www.retiremeasap.com/about self-published
-
client_specializations: pre-retirees
- retiremeasap.com https://www.retiremeasap.com/eric-sigdestad self-published
-
client_specializations: retirees
- retiremeasap.com https://www.retiremeasap.com/retirement-blog self-published
-
compensation_model: fee-only
- retiremeasap.com https://www.retiremeasap.com/ self-published
-
fiduciary_status: fiduciary
- retiremeasap.com https://www.retiremeasap.com/ self-published
-
professional_certifications: CFP
- retiremeasap.com https://www.retiremeasap.com/eric-sigdestad self-published
-
professional_certifications: CFP
- retiremeasap.com https://www.retiremeasap.com/ self-published
-
services_offered: estate planning
- retiremeasap.com https://www.retiremeasap.com/retirement-blog self-published
-
services_offered: financial planning, retirement planning
- retiremeasap.com https://www.retiremeasap.com/401k-transformation self-published
-
services_offered: financial planning
- retiremeasap.com https://www.retiremeasap.com/retirement-blog self-published
-
services_offered: financial planning
- retiremeasap.com https://www.retiremeasap.com/retirement-readiness-review self-published
-
services_offered: income planning
- retiremeasap.com https://www.retiremeasap.com/retirement-blog self-published
-
services_offered: investment management
- retiremeasap.com https://www.retiremeasap.com/retirement-readiness-review self-published
-
services_offered: retirement planning
- retiremeasap.com https://www.retiremeasap.com/ self-published
-
services_offered: retirement planning
- retiremeasap.com https://www.retiremeasap.com/contact self-published
-
services_offered: retirement planning
- retiremeasap.com https://www.retiremeasap.com/retirement-blog/dont-let-irmaa-get-you self-published
-
services_offered: retirement planning
- retiremeasap.com https://www.retiremeasap.com/retirement-blog self-published
-
services_offered: retirement planning
- retiremeasap.com https://www.retiremeasap.com/retirement-readiness-review self-published
-
services_offered: Retirement Readiness Review
- retiremeasap.com https://www.retiremeasap.com/services self-published
-
services_offered: Roth IRA conversions
- retiremeasap.com https://www.retiremeasap.com/retirement-blog/converting-to-a-roth-ira-how-to-handle-the-taxes self-published
-
services_offered: tax planning
- retiremeasap.com https://www.retiremeasap.com/retirement-blog self-published
-
years_in_practice: over 24 years
- retiremeasap.com https://www.retiremeasap.com/eric-sigdestad self-published
Performance Claims
No performance claims are currently recorded.
Themed Claims
-
professional certifications: certified financial planner
Citation count: 2
- smartadvisormatch.com https://smartadvisormatch.com/advisor-network/california/eric-sigdestad-3140614 independent
- yelp.com https://www.yelp.com/biz/simplifi-san-diego aggregated
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| regulatory_registration | SIMPLIFI, INC., License #154900, CA | https://adviserinfo.sec.gov/firm/summary/154900 | registry_verified |
|
|
| categorized_as | financial professional | https://advisor-registry.org/financial-advisors/california/san-diego-ca/sean-nisil/1753078 | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://advisor-registry.org/financial-advisors/california/san-diego-ca/sean-nisil/1753078 | json_ld_parsed |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://advisor-registry.org/financial-advisors/california/san-diego-ca/sean-nisil/1753078 | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://advisor-registry.org/financial-advisors/california/san-diego-ca/sean-nisil/1753078 | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://advisor-registry.org/financial-advisors/california/san-diego-ca/sean-nisil/1753078 | json_ld_parsed |
|
|
| categorized_as | Credit union | https://www.mypointcu.com/connect/contact/contact-us | kept |
|
|
| categorized_as | LocalBusiness | https://www.yellowpages.com/scripps-ranch-san-diego-ca/financial-services | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://www.yellowpages.com/scripps-ranch-san-diego-ca/financial-services | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yellowpages.com/scripps-ranch-san-diego-ca/financial-services | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yellowpages.com/scripps-ranch-san-diego-ca/financial-services | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.yellowpages.com/scripps-ranch-san-diego-ca/financial-services | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yellowpages.com/scripps-ranch-san-diego-ca/financial-services | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.yellowpages.com/scripps-ranch-san-diego-ca/financial-services | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.yellowpages.com/scripps-ranch-san-diego-ca/financial-services | json_ld_parsed |
|
|
| categorized_as | Unified Communication platform | https://support.simplifi.io/ | kept |
|
|
| founded_by | 718d4343-0bdc-4a11-ba66-5d49edf8d01a | https://www.crunchbase.com/organization/simpli-fi | kept |
|
|
| founded_by | 9c773b0e-9e6f-4f14-89dd-882c28e48694 | https://www.crunchbase.com/organization/simpli-fi | kept |
|
|
| founded_by | 22893f3f-52d0-44d0-9981-463488e50176 | https://www.crunchbase.com/organization/simpli-fi | kept |
|
|
| categorized_as | Advertising Success Platform | https://www.linkedin.com/company/simpli.fi | kept |
|
|
| located_in | 97edda11-1d6d-477e-8418-4308ad4e8d8c | https://www.linkedin.com/company/simpli.fi | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.linkedin.com/company/simpli.fi | kept |
|
|
| known_for | Automation, Real-time alerts, Insights, Reports | https://www.quicken.com/products/simplifi/ | kept |
|
|
| recommended_for | all firms - big or small | https://www.simplifi.io/contact | kept |
|
|
| categorized_as | UCaaS | https://www.simplifi.io/contact | kept |
|
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| recommended_for | remote workers | https://www.simplifi.io/contact | kept |
|
|
| categorized_as | phone software | https://www.simplifi.io/contact | kept |
|
|
| located_in | f67589a7-9596-4848-86f6-afa862f58e60 | https://www.simplifimsp.com/contact-us/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://riapulse.com/app/firms/801-78839 | kept |
|
|
| regulatory_registration | SEC registered | https://riapulse.com/app/firms/801-78839 | kept |
|
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| services_offered | Financial Planning, Individual Portfolio Management | https://riapulse.com/app/firms/801-78839 | kept |
|
|
| client_specializations | high-net-worth clients | https://smartadvisormatch.com/advisor-network/california/eric-sigdestad-3140614 | kept |
|
|
| services_offered | financial planning services, portfolio management for individuals and small businesses | https://smartadvisormatch.com/advisor-network/california/eric-sigdestad-3140614 | kept |
|
|
| professional_certifications | CERTIFIED FINANCIAL PLANNER™ | https://smartadvisormatch.com/advisor-network/california/eric-sigdestad-3140614 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://smartadvisormatch.com/advisor-network/california/eric-sigdestad-3140614 | kept |
|
|
| regulatory_registration | registered to provide services in California and Texas | https://smartadvisormatch.com/advisor-network/california/eric-sigdestad-3140614 | kept |
|
|
| categorized_as | financial advisor | https://smartadvisormatch.com/advisor-network/california/eric-sigdestad-3140614 | kept |
|
|
| services_offered | financial planning, retirement planning | https://www.retiremeasap.com/401k-transformation | kept |
|
|
| professional_certifications | CFP | https://www.retiremeasap.com/eric-sigdestad | kept |
|
|
| client_specializations | pre-retirees | https://www.retiremeasap.com/eric-sigdestad | kept |
|
|
| years_in_practice | over 24 years | https://www.retiremeasap.com/eric-sigdestad | kept |
|
|
| services_offered | financial planning | https://www.retiremeasap.com/retirement-blog | kept |
|
|
| services_offered | tax planning | https://www.retiremeasap.com/retirement-blog | kept |
|
|
| client_specializations | retirees | https://www.retiremeasap.com/retirement-blog | kept |
|
|
| services_offered | income planning | https://www.retiremeasap.com/retirement-blog | kept |
|
|
| services_offered | retirement planning | https://www.retiremeasap.com/retirement-blog | kept |
|
|
| services_offered | estate planning | https://www.retiremeasap.com/retirement-blog | kept |
|
|
| services_offered | Roth IRA conversions | https://www.retiremeasap.com/retirement-blog/converting-to-a-roth-ira-how-to-handle-the-taxes | kept |
|
|
| services_offered | retirement planning | https://www.retiremeasap.com/retirement-blog/dont-let-irmaa-get-you | kept |
|
|
| services_offered | financial planning | https://www.retiremeasap.com/retirement-readiness-review | kept |
|
|
| services_offered | investment management | https://www.retiremeasap.com/retirement-readiness-review | kept |
|
|
| services_offered | retirement planning | https://www.retiremeasap.com/retirement-readiness-review | kept |
|
|
| services_offered | Retirement Readiness Review | https://www.retiremeasap.com/services | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yelp.com/biz/simplified-builders-san-diego-3 | kept |
|
|
| categorized_as | General Contractors | https://www.yelp.com/biz/simplified-builders-san-diego-3 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.yelp.com/biz/smart-simplified-san-diego | kept |
|
|
| categorized_as | financial advisors | https://www.retiremeasap.com/about | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://app.getwarmer.com/firm_profiles/08ec884a-040a-409c-b696-f4810c35d0e4 | kept |
|
|
| regulatory_registration | registered investment adviser (RIA) | https://app.getwarmer.com/firm_profiles/08ec884a-040a-409c-b696-f4810c35d0e4 | kept |
|
|
| categorized_as | Financial Consulting | https://local.yahoo.com/info-209753452-simplifi-san-diego/ | kept |
|
|
| categorized_as | FinancialService | https://local.yahoo.com/info-209753452-simplifi-san-diego/ | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://local.yahoo.com/info-209753452-simplifi-san-diego/ | json_ld_parsed |
|
|
| services_offered | retirement planning | https://local.yahoo.com/info-209753452-simplifi-san-diego/ | kept |
|
|
| fiduciary_status | yes | https://local.yahoo.com/info-209753452-simplifi-san-diego/ | kept |
|
|
| services_offered | financial planning services and portfolio management | https://smartadvisormatch.com/advisor-firm-network/california/simplifi-inc-154900 | kept |
|
|
| regulatory_registration | registered in the states of Arizona, California, and Texas | https://smartadvisormatch.com/advisor-firm-network/california/simplifi-inc-154900 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://smartadvisormatch.com/advisor-firm-network/california/simplifi-inc-154900 | kept |
|
|
| client_specializations | retail investors and high net worth investors | https://smartadvisormatch.com/advisor-firm-network/california/simplifi-inc-154900 | kept |
|
|
| categorized_as | LocalBusiness | https://www.mapquest.com/us/california/simplifi-350615474 | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.mapquest.com/us/california/simplifi-350615474 | json_ld_parsed |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.mapquest.com/us/california/simplifi-350615474 | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.mapquest.com/us/california/simplifi-350615474 | json_ld_parsed |
|
|
| services_offered | retirement planning | https://www.retiremeasap.com/ | kept |
|
|
| compensation_model | fee-only | https://www.retiremeasap.com/ | kept |
|
|
| professional_certifications | CFP | https://www.retiremeasap.com/ | kept |
|
|
| fiduciary_status | fiduciary | https://www.retiremeasap.com/ | kept |
|
|
| services_offered | retirement planning | https://www.retiremeasap.com/contact | kept |
|
|
| client_specializations | people who are approaching or already in retirement | https://www.yelp.com/biz/simplifi-san-diego | kept |
|
|
| categorized_as | LocalBusiness | https://www.yelp.com/biz/simplifi-san-diego | json_ld_parsed |
|
|
| regulatory_registration | registered investment advisor | https://www.yelp.com/biz/simplifi-san-diego | kept |
|
|
| professional_certifications | Certified Financial Planner | https://www.yelp.com/biz/simplifi-san-diego | kept |
|
|
| founded_by | 1ff31f50-3d6a-4efb-bc87-32d862e25e36 | https://www.yelp.com/biz/simplifi-san-diego | kept |
|
|
| fiduciary_status | fiduciary | https://www.yelp.com/biz/simplifi-san-diego | kept |
|
|
| years_in_practice | over 25 years of experience | https://www.yelp.com/biz/simplifi-san-diego | kept |
|
|
| services_offered | retirement spending plan, manage your investment portfolio, consolidate and streamline financial accounts, and think through legacy and estate planning | https://www.yelp.com/biz/simplifi-san-diego | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.yelp.com/biz/simplifi-san-diego | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yelp.com/biz/simplifi-san-diego | json_ld_parsed |
|
|
| has_accolade | 38ee44b9-c084-4683-9fcf-862b84454e7f | https://finance.yahoo.com/news/simpli-fi-named-campaigns-elections-120000092.html | kept |
|
|
| categorized_as | workforce management software | https://simplifi.work/platform/payroll-rules-engine-awards | kept |
|
|
| categorized_as | payroll software | https://simplifi.work/platform/payroll-rules-engine-awards | kept |
|
|
| categorized_as | timesheet software | https://simplifi.work/platform/payroll-rules-engine-awards | kept |
|
|
| has_accolade | aadf712e-525b-4be5-b839-179524440ced | https://www.easternprogress.com/simpli-fi-earns-finalist-honors-in-the-2025-adexchanger-awards/article_89ecdb8b-859b-5914-82e1-6e48260612ed.html | kept |
|
|
| has_accolade | 11337588-8195-4734-9278-31e2e4097b45 | https://www.morningstar.com/news/pr-newswire/20250916ne71008/simplifi-earns-finalist-honors-in-the-2025-adexchanger-awards | kept |
|
Credentials
-
cfp_certification: CFP
claimed_unverified
- retiremeasap.com https://www.retiremeasap.com/ self-published
Self-asserted.
-
cfp_certification: CFP
claimed_unverified
- retiremeasap.com https://www.retiremeasap.com/eric-sigdestad self-published
Self-asserted.
-
investment_adviser_registration: SIMPLIFI, INC., License #154900, CA
verified
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/154900 independent
Verification source- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/154900 independent
What We Do Not Know
- compensation_model: no_supporting_evidence
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 5
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/154900 independent
- local.yahoo.com https://local.yahoo.com/info-209753452-simplifi-san-diego/ independent
- smartadvisormatch.com https://smartadvisormatch.com/advisor-network/california/eric-sigdestad-3140614 independent
- retiremeasap.com https://www.retiremeasap.com/ self-published
- retiremeasap.com https://www.retiremeasap.com/401k-transformation self-published
- retiremeasap.com https://www.retiremeasap.com/about self-published
- retiremeasap.com https://www.retiremeasap.com/contact self-published
- retiremeasap.com https://www.retiremeasap.com/eric-sigdestad self-published
- retiremeasap.com https://www.retiremeasap.com/retirement-blog self-published
- retiremeasap.com https://www.retiremeasap.com/retirement-blog/converting-to-a-roth-ira-how-to-handle-the-taxes self-published
- retiremeasap.com https://www.retiremeasap.com/retirement-blog/dont-let-irmaa-get-you self-published
- retiremeasap.com https://www.retiremeasap.com/retirement-readiness-review self-published
- retiremeasap.com https://www.retiremeasap.com/services self-published
- yelp.com https://www.yelp.com/biz/simplifi-san-diego aggregated
- Data refreshed
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/154900 independent
- local.yahoo.com https://local.yahoo.com/info-209753452-simplifi-san-diego/ independent
- smartadvisormatch.com https://smartadvisormatch.com/advisor-network/california/eric-sigdestad-3140614 independent
- retiremeasap.com https://www.retiremeasap.com/ self-published
- retiremeasap.com https://www.retiremeasap.com/401k-transformation self-published
- retiremeasap.com https://www.retiremeasap.com/about self-published
- retiremeasap.com https://www.retiremeasap.com/contact self-published
- retiremeasap.com https://www.retiremeasap.com/eric-sigdestad self-published
- retiremeasap.com https://www.retiremeasap.com/retirement-blog self-published
- retiremeasap.com https://www.retiremeasap.com/retirement-blog/converting-to-a-roth-ira-how-to-handle-the-taxes self-published
- retiremeasap.com https://www.retiremeasap.com/retirement-blog/dont-let-irmaa-get-you self-published
- retiremeasap.com https://www.retiremeasap.com/retirement-readiness-review self-published
- retiremeasap.com https://www.retiremeasap.com/services self-published
- yelp.com https://www.yelp.com/biz/simplifi-san-diego aggregated
- Source classes
- aggregator (aggregated), business_website (self-published), independent_editorial (independent)
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/154900 independent
- local.yahoo.com https://local.yahoo.com/info-209753452-simplifi-san-diego/ independent
- smartadvisormatch.com https://smartadvisormatch.com/advisor-network/california/eric-sigdestad-3140614 independent
- retiremeasap.com https://www.retiremeasap.com/ self-published
- retiremeasap.com https://www.retiremeasap.com/401k-transformation self-published
- retiremeasap.com https://www.retiremeasap.com/about self-published
- retiremeasap.com https://www.retiremeasap.com/contact self-published
- retiremeasap.com https://www.retiremeasap.com/eric-sigdestad self-published
- retiremeasap.com https://www.retiremeasap.com/retirement-blog self-published
- retiremeasap.com https://www.retiremeasap.com/retirement-blog/converting-to-a-roth-ira-how-to-handle-the-taxes self-published
- retiremeasap.com https://www.retiremeasap.com/retirement-blog/dont-let-irmaa-get-you self-published
- retiremeasap.com https://www.retiremeasap.com/retirement-readiness-review self-published
- retiremeasap.com https://www.retiremeasap.com/services self-published
- yelp.com https://www.yelp.com/biz/simplifi-san-diego aggregated
- Synthesis run at
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/154900 independent
- local.yahoo.com https://local.yahoo.com/info-209753452-simplifi-san-diego/ independent
- smartadvisormatch.com https://smartadvisormatch.com/advisor-network/california/eric-sigdestad-3140614 independent
- retiremeasap.com https://www.retiremeasap.com/ self-published
- retiremeasap.com https://www.retiremeasap.com/401k-transformation self-published
- retiremeasap.com https://www.retiremeasap.com/about self-published
- retiremeasap.com https://www.retiremeasap.com/contact self-published
- retiremeasap.com https://www.retiremeasap.com/eric-sigdestad self-published
- retiremeasap.com https://www.retiremeasap.com/retirement-blog self-published
- retiremeasap.com https://www.retiremeasap.com/retirement-blog/converting-to-a-roth-ira-how-to-handle-the-taxes self-published
- retiremeasap.com https://www.retiremeasap.com/retirement-blog/dont-let-irmaa-get-you self-published
- retiremeasap.com https://www.retiremeasap.com/retirement-readiness-review self-published
- retiremeasap.com https://www.retiremeasap.com/services self-published
- yelp.com https://www.yelp.com/biz/simplifi-san-diego aggregated