About

Trustworthy, Caring & Passionate


About Us

Our Team is committed to work with our clients to develop an essential financial security plan based on client’s present financial situations, goals and concerns to financially secure themselves and family now and in the future.

 

Get in touch

We at Simplified know that finding the right advisor to help you navigate life’s most precious decisions. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.

Book an appointment ▸

 
 

DIRECTORS

 
 
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Managing Director / Insurance & Investment Advisor

ARTURO O. ADVIENTO

Cell: 403.607.6402
Tel: 403.475.5989

 
 

 
 
 

ADVISORS

 
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Insurance & Investment Advisor

ROWELLA LOPEZ

Cell: 403.589.2966
Tel: 403.475.5989

 
 
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Insurance & Investment Advisor

MARISSA VILLAFUERTE

Cell: 403.890.9235
Tel: 403.475.5989

 
 
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Insurance & Investment Advisor

Ma. DAISY REYES

Cell: 587.889.1583
Tel: 403.475.5989

 
 
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Insurance & Investment Advisor

GERARD FERNANDO

Cell: 403.807.2777
Tel: 403.475.5989

 
 
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Insurance & Investment Advisor

MENECIA JORDAN

Cell: 403.607.0112
Tel: 403.475.5989

 
 
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Insurance & Investment Advisor

ALEXANDER LIAM

Cell: 403.401.0220
Tel: 403.475.5989

 
 
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