Abdullah Brian Safdari

Employer firm

Simplicity Wealth CRD 300572

$4.27B regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → Present
  College Planning Experts
  Encino, CA
• 10/2019 → 02/2025
  Lifepro Asset Management, Llc
  San Diego, CA
• 01/2008 → Present
  Nacpe, Inc.
  Encino, CA
• 02/2025 → Present
  Simplicity Wealth
  Summit, NJ

Previous Registrations

• 2019-10-24 → 2025-02-14
  Lifepro Asset Management
  Encino, CA
  San Diego, CA

Other Businesses

(1) N.A.C.P.E. Inc.; yes investment-related; 6345 Balboa Blvd Bldg 4, Suite 175, Encino, CA 91316; insurance and annuity sales; Founder and President; Start Date: 01/2008; approx. 160 hrs/month of which 80 are during trading hours; Insurance Agent, consulting. (2) College Planning Experts; not investment-related; 6345 Balboa Blvd Bldg 4, Suite 175, Encino, CA 91316; college planning, financial aid consulting, college funding; Founder and President; Start date: 01/2007; approx. 160 hrs/month of which 80 are during trading hours; conducting college planning workshops, admissions and financial aid guidance. (3) La Michoacana Authentic Ice Cream Parlor, Inc.; not investment-related; 20945 Roscoe Blvd., Canoga Park, CA 91304; Ice Cream shop; President, co-partner; Start Date: 12/2018; approx. 3 hours per month, none of which during trading hours.

Other Names

• Brian Safdari