LifePro Asset Management is now officially part of Simplicity Wealth!
As a leading investment partner for advisors, financial institutions, and consumers, Simplicity delivers the best combination of wealth accumulation and financial protection products that meet the needs of a consumer-oriented holistic financial plan. Simplicity offers unrivaled value through its comprehensive wealth management platform, strategic service options, and proprietary resources for growing and protecting wealth.
If you have any questions about the integration, please contact LifePro Asset Management, now Simplicity San Diego, at (888) 543-3776 or reach out to your financial advisor.
Visit www.simplicitywealth.com or click here to access the advisor and client portal.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability.