Broker Check

Team

Leon Rousso & Associates Inc. DBA LRA Insurance & Financial Services provides comprehensive wealth and risk management services combined with the intimacy and personal attention of a boutique firm. We have been and remain a consistent force in support of our clients. In business since 1980 we are able to bring our experienced perspective to all we do. In each relationship, the philosophy of primary importance is "follow through" and achieving client satisfaction. We are sharply attuned to new situations and changing market conditions which are key ingredients to our approach. We lead by example, consistently providing organization and disciple to your financial life. We believe this too, contributes to accomplishing what is important to you.

Leon R. Rousso, CFP®

President

(805) 676-1110 ext. 303

(805) 676-1156

[email protected]

I have over 35 years’ experience and knowledge that go into everything I do. From individual life or health insurance to complete business solutions like 401k Plans, employee and executive benefit plans. My early training and...
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Vickie Intriago, CFP®

Associate

(424) 318-2115

(424) 316-3090

[email protected]

Vickie’s mantra has been “she does financial planning with a heart”. She has been in the financial services industry since 1993. Her passion for this business started at T.Rowe Price & Associates. She has worked for...
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Jolene Bibian

Vice President

805-676-1110 ext. 300

805-676-1156

[email protected]

With over 13 years in the benefit and financial space, I've acquired real life experience which helps me develop solutions for our clients. Whether it’s a family trying to balance budget vs. insurance coverage or a business owner...

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Amy Diaz

Office Manager

805-676-1110

805-676-1156

[email protected]

I worked for WellPoint/Anthem Blue Cross for four years previously to joining LRA. I believe, my skills and expertise are an ideal foundation for a career with LRA. Besides making sure the office runs smoothly, which includes...
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