Simpson Wealth Planning

Simpson Wealth Planning Lamar received his Bachelor of Arts degree in Finance in 2013. He was named a FIVE STAR Wealth Manager* for 2019 & 2020 .

Retirement Income Strategies

Retirement Planning Strategies and Investments

Strategic Asset Management

Women’s Financial Strategies

Investment Management

And More! He brings more than 20 years of experience in the financial service industry with more than 10 years of experience as a financial planner and wealth advisor to clients seeking to simplify their financial lives and maintain financia

l independence throughout retirement.Lamar is a Chartered Retirement Planning CounselorSM (CRPC) and holds his Series 7 securities registration through LPL Financial. His areas of focus include:Retirement Income Strategies Retirement Planning Strategies and Investments Strategic Asset Management Women's Financial Strategies Investment Management.

*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 2019-2020 Five Star Wealth Managers. Lamar Simpson is a Registered Representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Remember those who died for our freedoms.
05/26/2025

Remember those who died for our freedoms.

Remember those who died.
05/26/2025

Remember those who died.

11/21/2024

What are you teaching your children about money?

God bless the U.S.A. 🇺🇸 Happy Independence Day!!!
07/04/2024

God bless the U.S.A. 🇺🇸

Happy Independence Day!!!

We honor those who faithfully served our country and paid the ultimate sacrifice.
05/27/2024

We honor those who faithfully served our country and paid the ultimate sacrifice.

Lamar Simpson not only works tirelessly as a multi-year Five Star Wealth Advisor, he was also named Trainee of the Year ...
12/27/2023

Lamar Simpson not only works tirelessly as a multi-year Five Star Wealth Advisor, he was also named Trainee of the Year Moo Do Taekwondo Association. He just recently became a Certified Instructor too.

Have some goals for the New Year you want to crush? Call us at 916-333-5910.

Happy Thanksgiving! We are grateful for all of you. May you have a blessed Thanksgiving. 🍁 🍁
11/23/2023

Happy Thanksgiving! We are grateful for all of you. May you have a blessed Thanksgiving. 🍁 🍁

“Duty, honor, country. Those three hallowed words reverently dictate what you ought to be, what you can be, what you wil...
11/10/2023

“Duty, honor, country. Those three hallowed words reverently dictate what you ought to be, what you can be, what you will be.” - Douglas MacArthur.

Wishing everyone a fun-filled, relaxing, & safe holiday!
09/04/2023

Wishing everyone a fun-filled, relaxing, & safe holiday!

03/25/2023

I was honored to speak today at the Moo Do Taekwondo Association owner’s luncheon. It is my passion to make sure business owners and individuals alike have a sound financial plan that will protect them and their loved ones.

Call today for a consultation so we can evaluate how to move you forward in the next 5, 10, 20 plus years. 916-333-5910

Retirement Income Strategies

Retirement Planning Strategies and Investments

Strategic Asset Management

Women’s Financial Strategies

Investment Management

And More!

Celebrating Women’s History month. We are here for all your retirement planning needs. Call for an appointment today! 91...
03/02/2023

Celebrating Women’s History month.

We are here for all your retirement planning needs. Call for an appointment today! 916-333-5910

Happy President's Day! We hope you are enjoying your 3 day weekend!
02/20/2023

Happy President's Day! We hope you are enjoying your 3 day weekend!

Address

2277 Fair Oaks Boulevard, #425
Sacramento, CA
95825

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19163335910

Website

Alerts

Be the first to know and let us send you an email when Simpson Wealth Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Simpson Wealth Planning:

Shortcuts

Share

Category