EXPERIENCED FINANCIAL PLANNING PARTNER
When choosing a financial advisor, it is important to find someone that you can trust to help develop your personal wealth. Lamar Simpson of Simpson Wealth Planning has the experience and personal character to make the most of your investment options. He is personally invested in the success of every client. In fact, he handles all elements of your investing personally, he does not outsource to brokers to handle your trades.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
EXPERIENCE
- 23+ years of experience in the financial industry
- Holds his Series 7 Series 65 and Series 63 securities registration with LPL Financial
- Chartered Retirement Planning Counselor SM (CRPC®) – Designation by college of financial planning
- FIVE Star Wealth Manager for 2015, 2016, 2017, 2018, 2019 & 2020 – Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015, 2016, 2017, 2018, 2019 & 2020 Five Star Wealth Managers
LPL WEALTH ADVISOR
COMMUNITY INVOLVEMENT
Lamar is proud to give back to his local community in the Sacramento, CA area. In particular, he works with Sweet Dreams. This organization works to build dream bedrooms for children with life threatening conditions.
In addition to Sweet Dreams, his daughter Katie started the K9 11-99 Foundation to support the Sacramento County Sheriff K9 handlers and their dogs. Many police officers have to pay out of pocket for supplies to train their K9’s and her mission is to give back to those who risk their lives to keep us safe.
FAMILY
Lamar spends most of his free time with his wife and two daughters. They enjoy training their dog for dog competitions. Both of Lamar’s daughters are also very active with their Girl Scout Troop.
Learn more about Lamar by calling 916-333-5910 today.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, DC, FL, GA, KY, MA, NC, OK, TX, VA, WA, WI.
