Mark Sifling is a CFP-designated registered investment advisor at Simple Life Financial, based in El Cerrito, CA, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 25 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simple Life Financial charges a percentage of the value of your investments. The specific percentage is based on the scope of services, the number and type of accounts, the amount you invest, and the complexity of your financial situation.
Location
El Cerrito, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is a principal consultant at K183 Enterprises LLC, a management consulting firm, since 2020. This takes about a quarter of his time, with approximately 80% of that time spent during securities trading hours.
Employment History
Current Registrations
Simple Life Financial
Previous Registrations
Linsco/private Ledger CORP.
State Registrations1 state
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