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Yaakov Simons Email & Phone Number
Managing General Agent and Owner
at
California Financial
1 work email found
@att.net
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing General Agent and Owner
Location
Los Angeles, California, United States
Company size
Who is Yaakov Simons? Overview
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Quick answer
Yaakov Simons is listed as Managing General Agent and Owner at California Financial, a with 42 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at att.net and a matched LinkedIn profile for Yaakov Simons.
Yaakov Simons previously worked as Financial Advisor to Professionals, Business Owners & Seniors at California Financial and Managing General Agent & Owner at California Financial. Yaakov Simons holds B.A., Psychology, Life Sciences from Ucla.
Company email context
Email format at California Financial
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*@att.net
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AeroLeads found 1 current-domain work email signal for Yaakov Simons. Compare company email patterns before reaching out.
Profile bio
About Yaakov Simons
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
Listed skills include European Style Glassblowing, Annuities, Long Term Care, Term Life Insurance, and 36 others.
Current workplace
Yaakov Simons's current company
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California Financial
7 roles
Yaakov Simons work experience
A career timeline built from the work history available for this profile.
Financial Advisor To Professionals, Business Owners & Seniors
Current
California Financial
Expertise 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.
Aug 1991 - Present
Managing General Agent & Owner
Current
California Financial
Recruiting 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.
Aug 1991 - Present
Manager & Mentor To Mrk/Adm Assts And Field Agents/Advisors
Current
California Financial
As 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.
Aug 1991 - Present
Financial Advisor To Univ/College/Elem/Middle/High School Employees
Current
Lausd, Laccd, Usc, Ucla...
Serving Professionals with safe wealth accumulation programs via Fixed Indexed Annuities, Roth-IRAs, Disability Income Insurance
Aug 1991 - Present
Competitive Tennis & Tennis Teaching Professional
Current
Raquet Clubsl
Background - #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.
Jan 1991 - Present
Senior Scientific Application Analyst
Wide & 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;
Jan 1981 - Jan 1990
5 education records
Yaakov Simons education
B.A., Psychology, Life Sciences
Ucla
M.S., Managment Systems Engineering
Arizona State University
Master Of Science - Ms, Industrial And Management Systems Engineering
Arizona State University
Education record
Arizona State University
Estate Plannning
Ohio National Life Training
FAQ
Frequently asked questions about Yaakov Simons
Quick answers generated from the profile data available on this page.
What company does Yaakov Simons work for?
Yaakov Simons works for California Financial.
What is Yaakov Simons's role at California Financial?
Yaakov Simons is listed as Managing General Agent and Owner at California Financial.
What is Yaakov Simons's email address?
AeroLeads has found 1 work email signal at @att.net for Yaakov Simons at California Financial.
Where is Yaakov Simons based?
Yaakov Simons is based in Los Angeles, California, United States while working with California Financial.
What companies has Yaakov Simons worked for?
Yaakov Simons has worked for California Financial, Lausd, Laccd, Usc, Ucla..., Raquet Clubsl, and Lockheed Martin Information Technology.
Who are Yaakov Simons's colleagues at California Financial?
Yaakov Simons's colleagues at California Financial include Robert Rabano and Jason Williamson.
How can I contact Yaakov Simons?
You can use AeroLeads to view verified contact signals for Yaakov Simons at California Financial, including work email, phone, and LinkedIn data when available.
What schools did Yaakov Simons attend?
Yaakov Simons holds B.A., Psychology, Life Sciences from Ucla.
What skills is Yaakov Simons known for?
Yaakov Simons is listed with skills including European Style Glassblowing, Annuities, Long Term Care, Term Life Insurance, Ira'S, Insurance, Disability Insurance, and Health.
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