After 2 years of service in the Army I set out on a musical journey which had me traveling the country with some amazing bands, playing piano bars and even recording records in Mussel Shoals Alabama. After 10 years and a new baby on the way I packed up my Saxophone and began an amazing new journey as a financial advisor. After several years, I created my own organization and eventually earned my Certified Financial Planner certification. After almost 40 years, I decided to wrap it up. I sold my businesses to some amazing human beings. To my health insurance protegee, I sold my insurance agency and after several interviews, finally settled on an organization with Raymond James for my wealth management business. My clients have reported exemplary service from both sides.The part of the work I enjoyed the most was the interactions will people, helping them fulfill their financial dreams and developing lifetime relationships. I have decided to become a financial educator as an adjunct to my retirement.
Leon Rousso
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Semi RetiredLeon RoussoVentura, Ca, Us
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Leon Rousso, CfpLeon Rousso, Cfp May 2018 - PresentSouthern CaliforniaIndividual tutoring or classroom education. All aspects of financial planning from understanding your emotional side to strategies for accomplishing your investment and life financial goals and objectives.
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Retired Financial Advisor, Now Financial TutorLeon Rousso, Cfp Feb 1980 - May 2019Ventura County CaWill provide financial education to individual and create a custom curriculum based on your needs. As a successful Certified Financial Planner and Insurance broker for over 40 years, I sold my practice and am enjoying a wonderful retirement. The work I did was extremely satisfying but it ws time to cash in my chips. Now I enjoy private tutoring to teach individuals and classes on all areas of investing. From understanding your emotional responses, to strategies for growing your money with as little risk as possible based on your own risk tolerance, time horizon and experience. No investment recommendations will be given and nothing will be sold. I will be your personal investment coach or tutor for a pre-determined cost per hour.
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Independent Financial AdvisorLeon Rousso & Associates, Inc. Feb 1980 - May 1980Ventura County Ca
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Leon Rousso, CFP(R)
President, Leon Rousso & Associates,Inc., Centaurus Financial, Inc., BdVentura, Ca5gmail.com, gmail.com, hotmail.com, epix.net, leonrousso.com2 +180567XXXXX
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David Leon Rousso
Greater Boston2umich.edu, sparktx.com
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