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

Willie Simpson Jr Financial Professional, Capstone Partners

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San Diego, CA
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

11/03/2026

Women often spend so much time investing in everyone else that their own future takes a back seat. A quick retirement check-in now can help you stay on track for the future you envision. Let's connect.

11/02/2026

Business and family circumstances can change over time. Periodically reviewing your succession strategy can help ensure it continues to reflect your goals and intentions for the future. Let’s review your options.

11/01/2026

Les deseamos a ti y a tu familia una celebración llena de alegría y unión mientras honran y recuerdan a sus seres queridos.

10/31/2026

Wishing you a day filled with fun, laughter, and a few sweet treats. 🎃🍬

10/29/2026

You insure your home, car, and even your phone. But what about your income? An illness or injury could keep you from working and put your finances at risk. Let’s review your protection strategy and help safeguard your paycheck.

“When the well runs dry, we know the worth of water.” – Benjamin Franklin Drawing a poignant parallel between the value of water when the well runs dry and the crucial importance of disability insurance when one is no longer able to earn an income. This piece captures the essence of foresight ...

10/28/2026

Last chance to register! Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he shares perspective on today's economic and market environment and the factors that may influence markets in the months ahead.

Join Daken Vanderburg for a timely discussion on how economic growth has remained firm despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session explores what simmering geopolitical tensions and elevated inflation mean for the Federal Reserve, v...

10/28/2026

You bring the expertise. At Willie Simpson, Jr, we bring the support, tools, and resources to help you grow.

Let’s talk: https://bit.ly/4srESEy

10/27/2026

Open enrollment is an opportunity to review more than just health coverage. From savings accounts to retirement contributions, your benefits can have a bigger impact on your financial future than you might think. Before you click “submit,” let’s make sure you’re getting the most from what’s available to you.

10/27/2026

U.S. stocks ended last week mixed as investors moved away from technology and communication services and toward more defensive areas of the market. Treasuries gained on safe-haven demand, while inflation concerns persisted and elevated borrowing costs continued to pressure housing. Dive into this week’s market perspective for more analysis and key takeaways.

10/26/2026

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for planning. Whether you’re considering charitable giving, retirement savings, or other investment decisions, now may be a good opportunity to review your options and coordinate with your tax professional. Let’s connect.

Address

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

Website

https://financialprofessionals.massmutual.com/us/ca/newport-beach/capstone-partners-financial-and-insurance-services

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