Leroy Simpson

Leroy Simpson

Wealth Management Advisor

As an LPL financial consultant with Rubicon Advisors, my goal has been to provide tangible value to my clients. My practice includes individuals, families and business owners. I work with my clients to pursue individual goals that may include overall investment strategy, retirement wealth management, education planning and retirement planning along with the management of both individual and company retirement plans. 

My clients and I value the partnership we create in working together. I take great pride in getting to know each client’s goals and identifying the issues that concern them. Together we build strategies that are truly personal and tailored to each client’s specific needs. I enjoy what I do and the great people that I work with!

Originally from Redding, CA, I graduated from Enterprise High School. I went on to attend Western State College in Gunnison, Colorado. I graduated with a double major and earned a Bachelor of Arts in both Mass Media/ Communications and Business Administration. I started my practice in Walnut Creek, CA in 1996 and moved back to Redding in 2002.  

In my spare time, I am an avid outdoorsman. I have three young children, twins (a boy and a girl) and a teenage daughter with whom I love to spend my free time with.

Education & Certifications:

  • CA License #0B79929
Phone (530) 223-5357