Leon R. Rousso,  CFP<sup>&reg;</sup> - Financial Advisor

Leon R. Rousso, CFP®

Leon Rousso & Associates, Inc.

3585 Maple St, Ste 222
Ventura, CA 93003
(800) 468-4678
(805) 676-1110

General

Leon Rousso is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Leon Rousso & Associates, Inc. in Ventura, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA, AZ, NV, MT, FL, GA
  • Health/disability insurance: CA, AZ, NV, MT, FL, GA
  • Property/casualty: CA, AZ, NV, MT, FL, GA
  • Fixed annuities: CA, AZ, NV, MT, FL, GA
  • Variable annuities: CA, AZ, NV, MT, FL, GA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Medical & Health Issues, Nontraditional Households, Special Needs, Women's Finances

More

Helpful Financial Planning Resources