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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-02-2010
- Office Locations
- 1
Office Locations
About Simplifi, Inc.
SimpliFi, Inc. is a San Diego-based fiduciary RIA focused on retirees and pre-retirees. The firm helps clients simplify scattered finances (accounts, beneficiaries, estate docs), build retirement spending plans, and set asset-allocation portfolios aligned to goals. Offers $400/hr CFP planning sessions for inheritance and second-opinion portfolio reviews, plus guidance for caregivers and beneficiaries on IRA distribution and tax rules.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ERIC ALLEN SIGDESTAD
Financial Advisor
- CRD
- #3140614
- Ownership
- 75% or more
LAUREN SUZANNE TORRES
Chief Compliance Officer, Compliance Director
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $276,123,718 | $479,381 |
| Non-Discretionary | $0 | -- |
| Total | $276,123,718 | $479,381 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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