AS
AS

Abdullah Brian Safdari

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
5,619 clients
Average Client Portfolio
$640K average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
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Location

6345 Balboa Blvd Bldg 4 Suite 175, Encino, CA, 91316

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Abdullah is the Founder and President of N.A.C.P.E. Inc., where he sells insurance and annuities, and College Planning Experts, where he provides college planning and financial aid consulting; these activities each take nearly full-time. Abdullah is also President and co-partner of La Michoacana Authentic Ice Cream Parlor, Inc., spending minimal time on this venture.

Employment History
Current Registrations
Simplicity Wealth
February 2025 - Present · 1 yr
Previous Registrations
Lifepro Asset Management
October 2019 - February 2025 · 5 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.