Broker Check
Boutique Firm Lasting Client Relationship is Priority Impartial & Unbiased

Leon Rousso, CFP®

(805) 676-1110

  • President
  • Investment Adviser Representative
  • Life & Health Insurance Broker

Vickie Intriago, CFP®

(424) 318-2115

  • Investment Adviser Representative
  • Retirement Income Certified Professional®

Jolene Bibian

(805) 676-1110

  • Vice President
  • Investment Adviser Representative
  • Benefits Specialist
  • Financial Paraplanner Qualified Professional

Amy Diaz

(805) 676-1110

  • Office Manager
  • Client Service Advocate

LRA Insurance & Financial Services

Leon Rousso & Associates Inc. DBA LRA Insurance & Financial Services is a client-driven, independent wealth management and employee benefits firm that focuses on providing high value solutions and delivering expert financial guidance designed to help you fulfill your life’s ambitions and dreams.

Two centrally located offices in Ventura and the South Bay.

We are a team of experts with a variety of earned credentials and learned experiences. We understand how unique, complex and highly sensitive your situation may be. That’s why we take the time to understand you and your personal circumstances.

For businesses, small and large, we specialize in employee benefits. Our expertise in the Affordable Care Act can make sense of the health care benefits you provide your employees.

It’s our uncommon approach that helps us deliver superior results and ensures you’re moving toward a more financially secure and promising future.

Areas of Expertise

Wealth Management

More than manage assets, we cultivate lasting relationships

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We specialize in individual, family, and employer group benefits

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Financial Planning

We act as trusted partners and guide our clients to solutions that are customized to them

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Helpful Content

The Cycle of Investing  

Understanding the cycle of investing may help you avoid easy pitfalls.

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A Bucket Plan To Go With Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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The Power of Compound Interest  

Learn how to harness the power of compound interest for your investments.

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