Leon Rousso- CFP®, President

Phone: (805) 676-1110 ext. 303
Fax: (805) 676-1156
E-mail: leon@leonrousso.com

Leon Rousso, President,  Certified Financial Planner, Investment Advisor and Insurance Broker.  Leon has over 30 years experience and knowledge that go into providing everything from individual life or health insurance to complete business solutions for executives, business owners and employees.

His training and expertise are in life, health, disability and long-term care insurance for both individuals and groups.   He also provides asset management and advisory services for individuals as well as qualified plans. He manages money using several platforms respecting client needs and objectives.

Leon has distinguished himself through his commitment to professional and community endeavors.

• Served on the local board of directors for the National Association of Insurance and Financial Professionals.

• Member of the HIAA (Health Insurance Association of America) and the FPA (Financial Planning Association).

• Registered Representative and Investment Advisory Associate of Centaurus Financial, Inc. Represented over 7000 agents as an advisor to one of the largest financial institutions in the world.

• Holds life, health and variable licenses and series 7 and 65 registrations.

• President of the Ventura County Chapter of the Financial Planning Association (FPA) in 2005 and remains to be an active member both locally and nationally.

• He is an active board member of the Boys & Girls Club of Ventura, one of the finest non-profit organizations in the county and was President of the club in 2010.

• He has given continuing education classes to certified public accountants in California and has spoken at numerous investment and insurance seminars.