Why Use This Tool?

Leon Rousso, CFP is a past president of the FPA Chapter Ventura County.

Past President of Boys & Girls Club Ventura  and  currently an Advisory Board Member.



Resides in Ventura with his wife Annette.



We begin with a Financial Analysis of where you are , discuss where you want to be and together find solutions to get you there.

If you want to deal with a very ethical, honest and competent CFP and Investment Advisor while enjoying the process please give us a call.

We would love to introduce ourselves to you.

Sincerely



Leon

Leon Rousso, CFP

Leon Rousso has been in the financial services industry since 1980. He has been a CFP since 1992.

The firm consists of three full-time support personnel and maintains its own private location.

Before 1980 Leon was a professional musician.  Prior to that he spent 2 years in the US Army and was Honorably Discharged at the rank of Sergeant E-5.

His practice is divided up as follows:

Financial Planning based on the standards from the  CFP Board of Standards is the template used with all our clients.  



We offer Fee-Based only Financial Planning however the majority of our clients work with a combination of fee's and commissions, which I believe works out to be much more efficient for the client.



Approximately 60% of our practice consist of employee benefit plans, individual health, disability and life insurance. Employee benefits are made up of group medical plans, 401K plans, dental, long term disability, group life insurance and other ancillary products and services.

The remaining 40% is made up of money management services including brokerage accounts, fee based asset allocation accounts,  stocks, bonds, ETF's, Unified Managed Accounts as well as several alternative investment products.

Many of our clients benefit from a combination  of these categories.

Our client base has grown steadily from client referrals only.



We estimate the average tenure of our clients is over 18 years and lengthening.