SimpliFinancial traces its history back to 1996. In that year our President, Aaron Johnson joined his father’s wealth management company, Pinnacle Financial Advisors in Phoenix, Arizona. Pinnacle Financial Advisors later moved to the North Scottsdale area and served business owners, corporate executives, and retirees with their wealth management needs. SimpliFinancial was launched in Southern California in 2007 and began serving Pinnacle's former clients in Arizona at the same time.