Leon Rousso, Cfp(R) Email and Phone Number

Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans – and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest. We formally address six steps in developing a comprehensive financial plan:• Establishing and defining the client-planner relationship• Gathering client data and goals• Analyzing and evaluating the client’s current financial status• Developing and presenting recommendations and/or alternatives• Implementing the recommendations• Monitoring the recommendationsAs part of this process we address a number of disciplines including but not limited to financial statement preparation and analysis, cash flow analysis/planning and budgeting. Insurance planning and risk management, investments planning, tax planning, retirement planning and estate planning.

Securities offered through, Centaurus Financial, Inc. a registered broker/dealer, member FINRA/SIPC. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in California. Leon Rousso & Associates, Inc and Centaurus Financial are not affiliated.

As Board President I oversaw committee responisbilties including fund raising, special events, marketing and public relations. Was as an active board member for 6 years and currently a Honorary Board member.

Life and Health Insurance agent. Investment Advisor Executive committee member for the National Agents Forum, assiting 7,000 agents with creating a better relationship between Senior Management and Agents. Was district manager during two periods bewteen 1980 and 2003.

Played Alto Sax, Keyboards and sang with pop band(s) and continue to play at local venues and parties around town.