Profile

Leonard Simpson, RFC®, AIF®*

Investment Adviser Representative CMI, Registered Representative AIC

[email protected]

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Leonard offers comprehensive financial planning for individuals and businesses. Leonard works diligently and attentively to create comprehensive financial plans with his clients.

Leonard’s over twenty-eight years of experience in financial services has taught him the importance of bringing a sharp focus to creating a holistic financial plan that includes retirement planning, estate planning, insurance planning, charitable planning strategies, investment planning, asset allocation, and cash flow management. Leonard has previously served as Regional Executive VP and Managing Director in Texas and California.

Leonard earned a Bachelor’s degree in Criminal Justice from Florida International University. He has earned the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh, and the Registered Financial Consultants® professional designation. He has also completed a two-year certification program in Personal Financial Planning from the University of California at Davis. He currently holds the following securities licenses: Series 6, 7, 24, 26, 63, 65 licenses.

When Leonard is not working with clients, he enjoys long distance cycling.

Additional Credits:

  • Member of the Financial Planning Association (FPA) and past President of the Sacramento Chapter of FPA of Northern California
  • Member of International Association of Registered Financial Consultants (IARFC)
  • Past member of the Board of Directors for the Stanford Youth Solutions (Sacramento) and Audit Committee Chair
  • Past member of the Board of Directors for the Rotary Club of Sacramento
  • Member of the South Placer County Estate Planning Counsel

Leonard has been a resident of Folsom since 1998. He resides there with his wife, Maida. They have successfully raised two boys and one girl and now have two grandchildren.