Simple Life Financial was founded in 2006 by Mark Sifling, MBA, CFP®, with a mission to deliver ethical, client-first financial guidance. Mark began his journey at Cornell University on a Navy scholarship, later serving as a Naval Officer in the Pacific. After five years in the military, he earned his MBA in finance from the Haas School of Business at UC Berkeley.
Mark went on to consult for major firms in the banking, brokerage, and insurance industries before taking on a leadership role at Charles Schwab, where he helped shape the firm’s banking and brokerage product strategy.
Simple Life Financial is the result of this diverse and disciplined experience.
Our firm is built on a foundation of values, integrity, and a deep commitment to our clients’ goals. We go beyond investment management to serve as true partners—helping clients solve complex financial challenges in a way that aligns with their values and builds lasting peace of mind.
We take pride in our personal approach, industry expertise, and unwavering focus on doing what’s right—for every client, every time.
Mark went on to consult for major firms in the banking, brokerage, and insurance industries before taking on a leadership role at Charles Schwab, where he helped shape the firm’s banking and brokerage product strategy.
Simple Life Financial is the result of this diverse and disciplined experience.
Our firm is built on a foundation of values, integrity, and a deep commitment to our clients’ goals. We go beyond investment management to serve as true partners—helping clients solve complex financial challenges in a way that aligns with their values and builds lasting peace of mind.
We take pride in our personal approach, industry expertise, and unwavering focus on doing what’s right—for every client, every time.