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Abdullah Brian Safdari

Simplicity Wealth

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About Abdullah Brian Safdari

Abdullah Safdari is an investment advisor representative associated with Simplicity Wealth in Encino, CA. Abdullah has been in the industry since 2007 and has a background in both financial planning and insurance. Abdullah has also held positions with LifePro Asset Management, LLC and NACPE, Inc. Abdullah is registered with the state of California and has the following specializations: financial planning, portfolio management for individuals, portfolio management for businesses, investment advisory services, educational seminars, and selection of other advisers. Abdullah's primary focus is on providing comprehensive financial advice to high-net-worth individuals, other investment advisers, and banking or thrift institutions.

Firm Information

Abdullah Safdari is currently registered with Simplicity Wealth. Simplicity Wealth is a Registered Investment Advisor based in SUMMIT, NJ with approximately $3.17 billion in regulatory assets under management. The firm provides financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm's clients include high-net-worth individuals, other investment advisors, banking or thrift institutions, and individuals other than high-net-worth.
Simplicity Wealth

86 SUMMIT AVE

SUMMIT, NJ 07901

$3.17B

Assets Under Management

16

Total Clients

74

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Abdullah Safdari’s Registration & Firm History

CA

02/19/2025 - Present

Simplicity Wealth (Encino CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Abdullah Brian Safdari.
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