Leonard ( Len ) Simpson, Rfc®, Aif® Email and Phone Number
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Leonard ( Len ) Simpson, Rfc®, Aif® personal email
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Preparing for that next step in life isn’t always easy to do by yourself. While we know it is important to plan for the future, life often seems to get in the way. The clients I work with are solo practitioners and small firm attorneys—often with complex investment portfolios already in place—whose income is a critical part of their family's financial security.When I am not working with my clients, I love spending time outdoors and serving the local community. I am an avid long distance cyclist and I’ve been a Rotarian for over 30 years. Community service has always been important to me. I promise you a new level of attention, insight, and capability. Reach out to me at lsimpson@2020fa.com to discuss your financial future.Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA, 2020 Financial Advisers and Private Client Services are separate entities and are not affiliated. ©2022 2020 Financial Advisers, LLC - All Rights Reserved.
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Chief Executive OfficerInternational Association Of Registered Financial Consultants Jan 2022 - PresentUnited StatesIn the position of CEO, I am responsible for the overall operations of the Association which include communications between the Trustees, Chapters, and the Headquarters Team. My focus is to increase membership by tracking and analyzing growth potential.To support that focus, I regularly interact with members to bring more visibility to the IARFC. This is through meetings with strategic groups, participation in developing and planning Association events, and the establishment of policies and procedures that create opportunities for membership expansion. I also look for ways to increase the value of the IARFC through more industry benefits and practice management programs .
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Managing Partner, Registered Financial Consultant, Accredited Investment Fiduciary20/20 Financial Advisers Of Sacramento, Ca, Llc Jun 2006 - PresentFolsom CaAs Managing Partner of 20/20 Financial Advisers of Sacramento, L.L.C., I offer comprehensive financial planning for attorneys at all stages of their life and career. I focus on the individual needs as everyone is unique in the situations they are involved with in their lives. I provide an analysis of your financial situation to help you:*Identify financial goals and concerns*Illustrate what is being done to reach your goals and deal with concerns*Identify gaps, if present, and offer strategies to fill them
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Managing DirectorUnifi Companies - Ameritas, Acacia, Union Central And Affilitated Companies May 2004 - Jun 2006As Ameritas Acacia desired to get back into the Sacramento area I became a managing director for their start up office there. Learning how to start from zero to a successful mid-size agency office I learned all aspects of running a successful agency. From compliance, HR, sales, and processes’ this was my stepping stone to going out on my own.
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Executive Regional Vp Branch ManagerAxa Advisors 1995 - 2004I understood the importance of good quality people, process, and training to help make our office one of the most successful in California. People are what matters and what I enjoyed most. They reinforced that a team is responsible for the continued success and growth of a company. -
Agency ManagerEquitable Life Assurance Society 1988 - 2004
Leonard ( Len ) Simpson, Rfc®, Aif® Education Details
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Criminal Justice -
Personal Financial Planning
Frequently Asked Questions about Leonard ( Len ) Simpson, Rfc®, Aif®
What company does Leonard ( Len ) Simpson, Rfc®, Aif® work for?
Leonard ( Len ) Simpson, Rfc®, Aif® works for International Association Of Registered Financial Consultants
What is Leonard ( Len ) Simpson, Rfc®, Aif®'s role at the current company?
Leonard ( Len ) Simpson, Rfc®, Aif®'s current role is Managing Partner 2020 Financial Advisers / Focuses on Asset Protection and Business Continuation Strategies for Attorneys and other Professionals.
What is Leonard ( Len ) Simpson, Rfc®, Aif®'s email address?
Leonard ( Len ) Simpson, Rfc®, Aif®'s email address is ls****@****0fa.com
What is Leonard ( Len ) Simpson, Rfc®, Aif®'s direct phone number?
Leonard ( Len ) Simpson, Rfc®, Aif®'s direct phone number is +191628*****
What schools did Leonard ( Len ) Simpson, Rfc®, Aif® attend?
Leonard ( Len ) Simpson, Rfc®, Aif® attended Florida International University, University Of California, Davis.
What are some of Leonard ( Len ) Simpson, Rfc®, Aif®'s interests?
Leonard ( Len ) Simpson, Rfc®, Aif® has interest in Childrens' Causes, Red Wines, Children, Cycling.
Who are Leonard ( Len ) Simpson, Rfc®, Aif®'s colleagues?
Leonard ( Len ) Simpson, Rfc®, Aif®'s colleagues are Charlotte Isbell, Dr Jeffrey Chiew Chfc, Cfp, Clu, Ciam, Lutcf, S.rfp, Rfc, Dba, Ronald Veneracion, Bareyn Mochaddin, Rifa®, Rfc®, Iarfc Phils, Vicki Caplinger, John Nyongesa.
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