Serenity Financial Planning

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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 only 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.

10/15/2026

Simple moves to consider before you file.

10/13/2026

Dive into more purposeful money talks with ease.

10/08/2026

See what the latest tax law changes may mean for you.

10/06/2026

Here are simple ways to get started.

What are you looking forward to the most when you retire? Traveling and relaxing are at the top of most people's lists. ...
09/24/2026

What are you looking forward to the most when you retire? Traveling and relaxing are at the top of most people's lists. So is having more free time. With that, many people who haven't yet retired expect to have an active lifestyle, jet setting around with less free time than they have now. The takeaway is that free time is wonderful, but it won't fill itself.

Discover what the happiest retirees already know.

09/22/2026

Explore the next chapter you get to author.

What if you're unhappy when you retire? That's a sad reality for more than 1 in 3 retirees. And almost half of them have...
09/17/2026

What if you're unhappy when you retire? That's a sad reality for more than 1 in 3 retirees. And almost half of them have one thing in common, they're lonely. This shouldn't come as a surprise. Research shows that people generally aren't prioritizing social connections before retirement, and the trend toward an aging less socially flourishing era shows no signs of a course reversal.

Most people overlook these keys to a happy retirement.

09/15/2026

The shift from pensions changed the story.

What do retirees regret the most? Not saving enough and retiring too early are up there as top regrets. So is neglecting...
09/10/2026

What do retirees regret the most? Not saving enough and retiring too early are up there as top regrets. So is neglecting their health. Those regrets and others could be why 1 in 4 retirees feel anxious, and depressed. They can also reveal what it really takes to live a good life when you retire.

Here's what can really make retirement better.

09/08/2026

Retirement is becoming more personal.

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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