SimpliFi 9666 Businesspark Avenue, San Diego, CA 92131

"Eric is extremely knowledgeable and confident in financial planning for retirement. He listens, evaluates and sets goals. He is always available and is truly concerned for your best interest. Great support staff Alexis and Lauren. Grateful for all their support, thank you! Highly confident to recommend him and his team!"

"I have been with Eric and The SimpliFi team for a good long time. When I retired, Eric was able to take control of both my 401k and Pension accounts. We have made a 19% increase in the past 2 years!. The peace of mind I have knowing how my future is being cared for is priceless. Thank you, Eric & Team!"

"SimpliFi is a good value and professional financial adviser firm. Prior to retiring from Verizon, I invested some of my funds with SimpliFi. After I gained confidence with their advisors and in their investments, I later decided to move all of my 401k and lump sum over for them to manage. I now have well over a million dollars in my IRA account. In fact, within the last year my portfolio has gained over 14%. I value SimpliFi because they are always easily accessible. When I call them they respond immediately. I also like their detailed quarterly reports with graphs included that explain how my portfolio has adjusted to the past economic or political crisis and how new adjustments will work with future conditions. Sean Nisil is my actual investment advisor with SimpliFi. I’ve worked with him for several years. He’s tech savvy and sympathetic to my monetary needs. And, he’s a certified financial advisor. Sean knows my wife and I very well since we typically meet every six months or every year to discuss my risk tolerance and financial needs. SimpliFi is a very, very good financial advisor firm. I truly recommend them to others that are looking forward to financial security."

"I attended many seminars over a period of several years before I retired and transferred my investments to SimpliFi. I always got straight answers from Eric and he never sugar coated any issue. Always been very accessible and quick to respond when I call. I always understand what is being done with my investments, And he is always respectful of any questions. Of the many firms that I looked into there was never one that could match the integrity of the entire SimpliFi team."

"I was looking for a financial advisor, trying to plan ahead for my future. I have an IRA and an old 401K from my previous employer. It’s always scary trying to find the perfect person you can trust with your investments, but both my dad and his best friend use Eric and they’re pretty tough critics. I have a ways to go before retirement, but was in limbo about the best way to handle the two accounts I currently have. Eric and his team were amazing! I cannot say enough good things about them. His initial consult is an hour and within that time frame he had an account set up for me with a new investment company. A check on the way to them from my old 401K. And, started the process of moving over my IRA. He also looked at my current 401K investment portfolio to advise me on the best places to put my money. This was honestly one of the best spent hours of my life. I feel confident and secure, and know I have someone I trust on my side with my current and future investments. I highly recommend Eric and his firm if you are looking for someone you trust and a little peace of mind. His prices are extremely reasonable, absolutely worth the peace of mind I now have. My father and his best friend have both been retired for over a decade and absolutely love working with Eric, they both have nothing but nice things to say about what he has done for them. They are both still comfortably living off of their initial investments they made with Eric all these years later. Definitely give him a call if you too are looking for help for your financial future."