Willie Simpson Jr Financial Professional, Capstone Partners

Willie Simpson Jr Financial Professional, Capstone Partners My goal is to provide families and business owners with assistance in building their financial freedom. Member SIPC (www.sipc.org). Willie Simpson Jr.

I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. I am licensed to sell insurance in: AZ, CA, IL, NV, VA & WA. I am licensed to sell securities in: AZ, CA, IL, NV, VA & WA through MML Investors Services, LLC. is a registered representative of and offers securities through MML

Investors Services, LLC. Member SIPC www.SIPC.org Supervisory Office: 4675 MacArthur Ct, Suite 1050, Newport Beach, CA 92660 (949) 660-1717. Transactions may not be accepted by e-mail, fax, or voicemail. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. California License 0B12874

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

5%+ rate with MassMutual Premier Voyage. If you're not already having this conversation with your clients, now is the ti...
06/03/2026

5%+ rate with MassMutual Premier Voyage. If you're not already having this conversation with your clients, now is the time. Click here
and contact me to learn more: https://bit.ly/4x7MU7I

06/02/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

We all deserve a sense of belonging. Let’s build a future where everyone can thrive as the fullest version of themselves...
06/01/2026

We all deserve a sense of belonging. Let’s build a future where everyone can thrive as the fullest version of themselves.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

06/01/2026

Let’s connect on how this downloadable assessment can help drive a conversation with you and your clients to help address potential gaps in their financial strategy.

They grow up so fast, and college arrives quicker than we expect. If you’d like a framework that balances tuition planni...
05/27/2026

They grow up so fast, and college arrives quicker than we expect. If you’d like a framework that balances tuition planning with your other goals, I can help you start building.

05/27/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your...
05/26/2026

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

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500 West Harbor Drive
San Diego, CA
92101

Opening Hours

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

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