Leonard Simpson Email & Phone Number
Managing Partner, Registered Financial Consultant, Accredited Investment Fiduciary @ Prime Financial Group
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Leonard Simpson Location
- Sacramento, CA, US
Leonard Simpson Work
- Managing Partner, Registered Financial Consultant, Accredited Investment Fiduciary @ (January 2021 - Present)
- Managing Partner, Registered Financial Consultant, Accredited Investment Fiduciary @ 20/20 Financial Advisers of Sacramento, CA, LLC (June 2006 - Present)
- Chief Executive Officer @ (January 2022 - June 2026)
- Managing Director @ UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies (May 2004 - June 2006)
- Executive Regional VP Branch Manager @ (January 1995 - January 2004)
- Agency Manager @ (January 1988 - January 2004)
Leonard Simpson Education
- Florida International University
Bachelor of Science- BS (Criminal Justice)
- University of California, Davis
Certificate (Personal Financial Planning)
Leonard Simpson Skills
- Holistic Financial Planning
- 401(k) Retirement Savings Plans
- Educational Funding
- Investment Strategies
- Asset Protection
- Wealth Preservation Planning
- Business Overhead Expense
- Income Protection Insurance
- Business Succession Planning
- Investment Management
- Organizational Leadership
- Estate Planning
- Retirement Planning
- Strategy
- Wellness
Leonard Simpson Summary
- Leonard Simpson, based in Sacramento, CA, US, is currently a Managing Partner, Registered Financial Consultant, Accredited Investment Fiduciary at Prime Capital Financial. Leonard Simpson brings experience from previous roles at 20/20 Financial Advisers of Sacramento, CA, LLC, International Association of Registered Financial Consultants, UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies and AXA Advisors. Leonard Simpson holds a Bachelor of Science- BS in Criminal Justice @ Florida International University. With a robust skill set that includes Holistic Financial Planning, 401(k) Retirement Savings Plans, Educational Funding, Investment Strategies, Asset Protection and more. Leonard Simpson has 2 emails and 3 mobile phone numbers on RocketReach.
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