2006 -now Managing Partner, Registered Financial Consultant, Accredited Investment Fiduciary @ 20/20 Financial Advisers of Sacramento, CA, LLC
2022 -now Chief Executive Officer @
2004 -2006 Managing Director @ UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies
1995 -2004 Executive Regional VP Branch Manager @
1988 -2004 Agency Manager @
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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