Advisors at this firm
Mark S
CFP®, Series 63, Series 66
El Cerrito, CA
Simple Life Financial
Mark Sifling is a Certified Financial Planner® with 20 years of industry experience. He has operated Simple Life Financial since 2006. In addition to his advisory work, he is principal consultant at Blu Pagoda LLC, a management consulting firm serving financial companies. Simple Life Financial provides investment advisory and portfolio management services to individuals, families, and small businesses, typically with at least $1 million in investable assets. The firm constructs diversified portfolios using mutual funds and ETFs and manages accounts primarily on a non-discretionary basis, tailoring allocations to clients’ time horizons and risk tolerance.
John C
Series 65
El Cerrito, CA
Simple Life Financial
John Collet is a financial advisor at Simple Life Financial in Vacaville, CA. He holds a Series 65 designation and began his advisory career in 2025. Prior to entering the financial industry, his work experience includes roles at Domino's, Target, and retail positions. Simple Life Financial provides investment advisory and portfolio management services to individuals, families, and small businesses, typically serving clients with at least $1 million in investable assets. The firm focuses on long-term savings and investing goals, constructing diversified portfolios primarily with mutual funds and ETFs, and generally manages accounts on a non-discretionary basis with regular client reviews.