Parker Hann is a Series 65-licensed advisor with Simplifi, Inc. based in San Diego, CA. He has one year of industry experience, including prior roles at Ospi Montecito and The Nugget Bar and Grill. Simplifi, Inc. provides customized investment management and financial planning services to individual and high-net-worth clients, offering discretionary portfolio management, periodic rebalancing, and standalone financial planning. The firm manages various custodial accounts and inherited-IRA transitions, utilizing a diversified asset allocation strategy supported by third-party research and artificial intelligence for administrative and compliance functions.

Eric Sigdestad is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Simplifi, Inc. He has led the firm since 2010, including its previous iteration as Sigdestad Financial, Inc. Located in San Diego, CA, he holds Series 63 and Series 65 licenses. Simplifi, Inc. provides customized investment management and financial planning primarily to individuals and high-net-worth clients, managing approximately $251.5 million in discretionary assets across nearly 300 client relationships. The firm emphasizes asset allocation and diversification using mutual funds, ETFs, individual securities, and incorporates human oversight alongside artificial intelligence for operational efficiencies.