Leonard R. Simpson, RFC®, AIF®

As a managing partner of Prime Financial, Leonard Simpson offers comprehensive financial planning for individuals and businesses. With nearly 40 years of experience in financial services, Leonard focuses on retirement planning, estate planning, insurance planning, charitable planning strategies, investment planning, asset allocation, and cash flow management through his affiliation with Prime Capital Financial.

Leonard previously served as regional executive vice president and managing director in Texas and California. He has earned the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh as well as 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.

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

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Additional Credits:

  • Bachelor’s degree in criminal justice from Florida International University

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

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

  • Board Member, UCP (United Cerebral Palsy) of Sacramento and Northern CA

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

  • Volunteer Emergency Medical Responder, Folsom CERT (Community Emergency Response Team)

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

Free 30-min chat

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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.