San Diego, CA 11512 El Camino Real Suite 100 Office

Heather Ulz is a financial advisor at Simplicity Wealth with nine years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Simplicity Wealth, she worked at LifePro Asset Management and VOYA Financial Advisors. She previously served as treasurer and board member for the ALS Association Greater San Diego Chapter. Simplicity Wealth provides advisory services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios managed through a proprietary platform that includes due diligence on third-party managers.

Parker Weimar is a financial advisor at Simplicity Wealth with a Series 65 designation and two years of industry experience. His prior work includes roles at LifePro Asset Management LLC and BlackRock Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms such as third-party advisors and broker-dealers. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, provides model portfolios with ongoing monitoring and rebalancing, and combines advisory services with technology and operational support for other advisers.

David Julian is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at LifePro Asset Management for eight years. Julian is also involved with LifePro Financial, where he serves as a statistician. Simplicity Wealth provides advisory services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm utilizes a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, along with additional services such as tax optimization and customized investment screening.

Brian Manderscheid is a Series 65 licensed financial advisor with nine years of industry experience. He is currently with Simplicity Wealth, where he has worked since 2025; prior to that, he was with LifePro Asset Management and LifePro Financial Services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm uses a fund-of-funds investment approach primarily employing ETFs and mutual funds, alongside model portfolios that are regularly monitored and rebalanced, and offers technology and operational support to other advisers through its managed account platform.

Kevin Nuber is a Series 65-licensed financial advisor at Simplicity Wealth with nine years of industry experience. He previously worked at LifePro Asset Management for eight years and has been associated with LifePro Financial Services since 2004. Outside his advisory role, he is involved with an insurance marketing agency that sells fixed life insurance and annuity products. Simplicity Wealth serves a wide range of clients, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, supported by technology and operational services for advisers through its managed account platform.

David Lester is a Series 65 licensed advisor at Simplicity Wealth with one year of industry experience. His previous roles include positions at LifePro Asset Management and My Solo 401K Financial. Simplicity Wealth serves a broad range of clients including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offers model portfolios with ongoing monitoring and rebalancing, and provides technology and operational services for advisers through a managed account platform.

Paul Reaburn is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds Series 63 and Series 65 credentials and previously served as president of Thinktum, a non-investment related company, from 2020 to 2024. His prior roles include positions at LifePro Asset Management and Foresters Financial. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as a technology-driven platform for advisers.