Christopher Alan Abrams

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

• 08/2009 → Present
  Abrams Insurance Solutions
  San Diego, CA
• 06/2017 → 10/2018
  Retirement Wealth Advisors
  San Diego, CA
• 10/2018 → 02/2025
  Lifepro Asset Management, Llc
  San Diego, CA
• 02/2025 → Present
  Simplicity Wealth
  Summit, CA

Previous Registrations

• 2018-10-04 → 2025-02-14
  Lifepro Asset Management
  San Diego, CA
  San Diego, CA
• 2017-06-22 → 2018-10-08
  Brookstone Wealth Advisors, Llc
  San Diego, CA

Other Businesses

Abrams Insurance Solutions; Investment Related; 3525 Del Mar Heights Rd #1052, CA 92130; Insurance Sales; Owner; Started 08/2009; 40 hours/week devoted; All hours devoted during securities trading hours; Selling Health, Life and Disability Insurance. LifePro Financial Services, Inc. (d.b.a LifePro Insurance Marketing). investment-related. 11512 El Camino Real, Suite 100, San Diego, California 92130. Insurance. Insurance Agent. Start Date: 07/ 2017. Approximately XX hours per month, of which XX are typical during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-16

Other Names

• Chris Abrams