Eric Sigdestad, CFP®
Retirement is complex. We help make it simple.
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Serving Clients Nationwide
Retirement is complex. We help make it simple.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Eric Sigdestad, CFP®
With over 24 years of financial planning experience, Eric Sigdestad understands the unique financial and emotional challenges individuals face when preparing to retire.He started SimpliFi to address those challenges — so clients can actually simplify their financial lives while planning for a smooth retirement. He applies his knowledge and experience to streamline business processes, which makes the firm more efficient and allows it to offer clients a wide range of services.
Eric holds a bachelor’s degree in financial planning from CSU Fullerton and is a CERTIFIED FINANCIAL PLANNER™ professional.
When away from the office, he enjoys spending time with his wife and three wonderful children, exercising, his Traeger, and margaritas. He is a self-proclaimed Renaissance Man, even though his wife disagrees.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
9666 Businesspark Ave, Ste 111, San Diego, CA 92131
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About SimpliFi
SimpliFi is located less than 3 miles from Marine Corps Air Station, Miramar. Charles Lindbergh practiced take-offs and landings there before making his historic solo flight across the Atlantic Ocean. We’re not famous aviators; we’re financial advisors who believe a sound retirement is just as important as not running out of fuel over the Atlantic. We’re proud of our San Diego hometown.SimpliFi is laid back. We don’t wear cufflinks. We have the experience, qualifications, and dedication to keep you moving on the right path. We are honest and fair. But we also enjoy a good laugh, and look forward to hearing about your life, your family, your goals, and your dreams for the future. Most importantly, we hope what we put together is helpful to you.
We Know Retirement
Through straightforward solutions, we guide you in managing your finances post-retirement, aiming for peace of mind during your golden years. At SimpliFi, clients appreciate our warm and approachable financial advice.
What We Do
✔️ Plain English
Most people are not financial or investment experts that’s ok - that’s our job. We speak in plain English so you’ll know what financial decisions will mean for your retirement.
✔️ Trust
We adhere to the fiduciary standard by putting your interests first 100% of the time. We receive no hidden fees. Period.
✔️ No Judgement
We don’t lecture or preach. Our main focus is providing you with solutions. We look forward to hearing about your dreams for the future.
Education
Cal State Fullerton, Bachelor’s Degree, Finance, General
Hobbies and Interests
- Exercising
- Family
- Grilling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
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