Leonard R. Simpson, RFC®, AIF®

As a Managing Partner of 20/20 Financial Advisers of Sacramento, Leonard offers comprehensive financial planning for individuals and businesses. He focuses on retirement planning, estate planning, insurance planning, charitable planning strategies, investment planning, asset allocation, and cash flow management through his registration with Private Client Services.

Leonard has over 30 years of experience in financial services and has previously served as Regional Executive VP and Managing Director in Texas and California.

Leonard earned a bachelor’s degree in Criminal Justice from Florida International University. He has earned the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh and the Registered Financial Consultants® professional designation. He has also completed a two-year certification program in Personal Financial Planning from the University of California at Davis.

Additional Credits:

  • Member of the Financial Planning Association (FPA) and past President of the Sacramento Chapter of FPA of Northern California

  • Member of International Association of Registered Financial Consultants (IARFC)

  • Member Foundation Trustee UCP (United Cerebral Palsy) of Sacramento and Northern CA

  • Board Member of United Cerebral Palsy of Sacramento & Northern California

  • Volunteer First Responder Folsom CERT (Community Emergency Response Team)

  • Senior Volunteer California Highway Patrol

Leonard has been a resident of Folsom since 1998. He resides there with his wife. They have successfully raised two boys and one girl and now have two grandchildren.

Outside of work

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.

Schedule Time With Me

Get in touch.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

We can help you address your needs of today and for many years to come. We look forward to working with you.