Yaakov Simons Email and Phone Number
Yaakov Simons work email
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Yaakov Simons personal email
Experience since 1991 in Financial Services & Insurance:Tax Free Income Generating Programs • ROTH-IRAsTax-Sheltered Annuities • 403(b)s • IRAs• 401(k) Rollovers • SEP IRAs • TSA Pension Maximization • Life Insurance (Term • Whole Life • Universal Life, Indexed Universal Life) • Mortgage Protection Insurance • Final Expense Insurance • Disability Income • Long Term Care Insurance, Serving the senior community with Tax Deferred Annuities.Moving assets to a safe harbor with no risk to principle.Mentoring New Agents as a Managing General AgentOur company specializes in safe, non-risk wealth accumulation annuities & life insurance including strategies to maximize our client’s wealth. We are highly referred by our clients due to our expertise, ethics, and personal manner. We take a wholistic approach like a “financial doctor” protecting your assets, accumulating wealth, income & retirement planning, preservation of assets, and leaving a legacy to the next generation.Specialties: TSA/403B Represent Only Approved 403b Companies in a # of School Districts including LAUSD, Beverly Hills USD, California Colleges, LACCD (all campuses), + Other School Districts; Annuity and Life Insurance Expertise; Working with Retirees and Pre Retirees
California Financial
View- Website:
- calfininc.com
- Employees:
- 42
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Managing General Agent And OwnerCalifornia FinancialLos Angeles, Ca, Us
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Financial Advisor To Professionals, Business Owners & SeniorsCalifornia Financial Aug 1991 - PresentExpertise in Tax Free Income Accumulation Programs, LTC Alternatives with Money Back Guarantee, Guaranteed Lifetime Income; IRA/401k/403b/to ROTH-IRA transfers.Serving Our Clients with Safe Wealth Accumulation programs & protecting their assets from taxes, inflation, and spend down.
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Managing General Agent & OwnerCalifornia Financial Aug 1991 - PresentRecruiting and Personally Mentoring Newly Licensed Agents/Financial Advisers interested in becoming a Super & Mega Producer.Our company goal is to mentor our agents that they are extremely well trained and put their clients first and foremost to accomplish their individually tailored financial goals.
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Manager & Mentor To Mrk/Adm Assts And Field Agents/AdvisorsCalifornia Financial Aug 1991 - PresentAs a mentor with over two decades of experience the goals for both positions are quite different and require difference skill sets. Our goal for both is excellence in performance, customer service and ethics.Mrk/Adm Assistant requires intense training in a number of areas.Mentor to Field Agents and Advisors to become a highly skilled adviser to assist our clients in every facet of their wealth accumulation and asset preservation maintaining a high degree of integrity, ethics, and service to our highly valued clients.
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Financial Advisor To Univ/College/Elem/Middle/High School EmployeesLausd, Laccd, Usc, Ucla... Aug 1991 - PresentServing Professionals with safe wealth accumulation programs via Fixed Indexed Annuities, Roth-IRAs, Disability Income Insurance
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Competitive Tennis & Tennis Teaching ProfessionalRaquet Clubsl Jan 1991 - PresentBackground - #1 Player in High School in Phoenix Az & Captain of Team: Sophomore-Senior Years; Student of Armando Viera (Brazilian Davis Cup Champion) & Pancho Gonzales (World Tennis Champion. UCLA Tennis Team; Professional Teacher for Tennis Camps & Tennis Clubs.
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Senior Scientific Application AnalystLockheed Martin Information Technology Jan 1981 - Jan 1990Bethesda, Md, UsWide & Diverse Areas encompassing: Software Systems; Computer Aided Manufacturing Support to group ranging between 7 to 65 Numerical Control Programmers; Evaluation & Implementation of DNC (Distributed Numerical Control); System Manager of Shared Computer with Production DNC System & Development of Advanced Tactical Fighter; Seminars to Computer Staff at Information Services; Special Projects; Motion Picture Department;
Yaakov Simons Skills
Yaakov Simons Education Details
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UclaLife Sciences -
Arizona State UniversityManagment Systems Engineering
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Arizona State UniversityIndustrial And Management Systems Engineering
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Arizona State University
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Ohio National Life TrainingEstate Plannning
Frequently Asked Questions about Yaakov Simons
What company does Yaakov Simons work for?
Yaakov Simons works for California Financial
What is Yaakov Simons's role at the current company?
Yaakov Simons's current role is Managing General Agent and Owner.
What is Yaakov Simons's email address?
Yaakov Simons's email address is cf****@****att.net
What schools did Yaakov Simons attend?
Yaakov Simons attended Ucla, Arizona State University, Arizona State University, Arizona State University, Ohio National Life Training.
What are some of Yaakov Simons's interests?
Yaakov Simons has interest in National And International Travel, Meditation.
What skills is Yaakov Simons known for?
Yaakov Simons has skills like European Style Glassblowing, Annuities, Long Term Care, Term Life Insurance, Ira's, Insurance, Disability Insurance, Health, Health Insurance, Coaching, Retirement Planning, Retirement.
Who are Yaakov Simons's colleagues?
Yaakov Simons's colleagues are Jason Williamson, Robert Rabano.
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