Skip to main content

Leonard Simpson, RFC®, AIF®


Phone: (916) 989-3295

Fax: (877) 246-3388
Play Video

Meet Leonard Simpson


1837 Iron Point Rd, Suite 100, Folsom, CA 95630

As a managing partner of 20/20 Financial Advisers of Sacramento, L.L.C., Leonard Simpson offers comprehensive financial planning for individuals and businesses. With nearly 40 years of experience in financial services, Leonard focuses on retirement planning, estate planning, insurance planning, charitable planning strategies, investment planning, asset allocation, and cash flow management through his registration with Private Client Services.

Leonard previously served as regional executive vice president and managing director in Texas and California. He has earned the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh as well as 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.

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

Additional information

  • Bachelor’s degree in criminal justice from Florida International University
  • 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)
  • Member Foundation Trustee UCP (United Cerebral Palsy) of Sacramento and Northern CA
  • Volunteer Emergency Medical Responder Folsom CERT (Community Emergency Response Team)
  • Senior Volunteer California Highway Patrol
  • Board Member United Cerebral Palsy

Tips to Manage Risk in Retirement

How Life Insurance Can Be Used in Retirement

Riskalyze Video

Media appearance and interview on the Legal Hour

About MoneyGuidePro®

Monthly Newsletter

Subscribe Today!

Sign up for our monthly newsletter to stay up-to-date on financial matters.


Subscribe Today!

Sign up for our monthly newsletter to stay up-to-date on financial matters.

Resource Library

At 20/20 Financial Advisers, we give you a library of resources you can use to help bring financial concepts into focus, with articles and videos explaining some of the tools available to help grow and protect your wealth using holistic financial planning and sound wealth management. As you get closer to retirement, understanding strategies like the generation of retirement income from your assets, the potential mitigation of taxes, protection of assets, reduction of risk, and programs like Social Security move to the forefront.

Featured Videos
Educational Whitepapers
Blog, News & Information

Contact Us

Please contact us to learn more about how we can help you with financial matters, or to set up a complimentary consultation with one of our seasoned financial professionals! We look forward to speaking with you.

20/20 Financial Advisers
A PCIA Company