Company Profile
Company Overview
?Experience
President, Leon Rousso & Associates, Inc., CFP(R)
Leon Rousso & Associates, Inc.
August 2003 – Present (13 years)|3585 Maple St #222, Ventura CA 93003
Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans – and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.
Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.
We formally address six steps in developing a comprehensive financial plan:
• Establishing and defining the client-planner relationship
• Gathering client data and goals
• Analyzing and evaluating the client’s current financial status
• Developing and presenting recommendations and/or alternatives
• Implementing the recommendations
• Monitoring the recommendations
As part of this process we address a number of disciplines including but not limited to financial statement preparation and analysis, cash flow analysis/planning and budgeting. Insurance planning and risk management, investments planning, tax planning, retirement planning and estate planning.
Company History
Financial Sevices Professional, with over 34 years experience.
Investment Advisory Associate, Centaurus Financial , inc.
Life and Health Insurance broker
Certified Financial Planner
Series 7 and 63 Registrations.
Using the CFP Board of Standards financial planning process, we gain knowledge of the whole person or business both quantatatively and qualitatively so that any and all recommendations are aligned with goals and objectives. (Short, Intermediate and Long)
Specialties:
Money Guide Pro (financial planning system) to determine goals and objectives and feasibility of achieving them.
Investment management customized to be aligned with those goals and objectives.
Life & Disability insurance; Annuities (Fixed, Indexed and Variable); LTCi ;
Group and individual medical insurance and ancillary products.
Qualified plan investment advisory (Profit Sharing, 401K, Pension, IRA)