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

If you had 5+ extra years to fund, what would you want them to look like? A quick review can help connect today’s choice...
09/09/2026

If you had 5+ extra years to fund, what would you want them to look like? A quick review can help connect today’s choices to your long-term goals. Let's connect.

09/09/2026

Freedom to run your business. ​
Support to grow it. ​

That’s the advantage of Willie Simpson, Jr. Explore more at https://bit.ly/4gXg7Lh

09/09/2026

U.S. markets ended last week mixed as strong economic data, higher Treasury yields, and rising U.S.-Iran tensions influenced sentiment. The S&P 500 gained 0.13%, led by technology and energy, while rate-sensitive sectors lagged. Strong August payrolls boosted expectations for tighter Fed policy, lifting oil prices and pressuring gold.

Planning for the unexpected is about love, not fear. Schedule a quick check-in to help protect your family and the futur...
09/08/2026

Planning for the unexpected is about love, not fear. Schedule a quick check-in to help protect your family and the future you’re building together.

Life insurance doesn’t have to be complicated or expensive. It just has to be right for your life. Whether you’re starti...
09/08/2026

Life insurance doesn’t have to be complicated or expensive. It just has to be right for your life. Whether you’re starting out or approaching retirement, I can help you find
coverage that fits. Contact me today.

Happy Labor Day! Hope everyone has a nice and relaxing weekend.
09/07/2026

Happy Labor Day! Hope everyone has a nice and relaxing weekend.

08/31/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.
08/27/2026

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who the...
08/27/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access...
08/27/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

https://bit.ly/3UgDbgt

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500 West Harbor Drive
San Diego, CA
92101

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

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