Catherine Pinkas
Investment adviser representative at Simplicity Wealth
25 yearsExperience
3 statesRegistered in
$4.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- The Leaders Group IncMay 2025 to now
- Simplicity WealthFeb 2025 to now
- Chabot CollegeJan 2011 to now
- Sage Financial NetworkMar 2009 to now
- University of California BerkeleySep 2001 to now
- Lifepro Asset Management, LLCJun 2020 to Feb 2025
- Fsc Securities CorporationMar 2009 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (CA, DC, MD).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4623503
- Firm CRD
- 300572