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Leonard Simpson, RFC®, AIF®

Partner

Phone: (916) 989-3295

Fax: (877) 246-3388
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Meet Leonard Simpson

Locations:

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

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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
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