Wornel Simpson discusses more than 35 years of experience developing diversified financial business management strategies.
Listen to the interview on the Business Innovators Radio Network:
Wornel explained:“Our mission is to see our clients through life's personal and financial struggles utilizing objectivity, judgment, instinct, and compassion. We are devoted to providing sound fiscal advice in an efficient, responsive manner. Our company consistently strives to conduct business at the highest level, relying on the cornerstones of our firm- ethics, excellence, and commitment to the needs of our clients. Our Financial Standards For A Global Economy raises the bar in the financial services industry. We look forward to providing you with direction in this ever-changing global economy that meets the increasingly complex fiscal challenges and opportunities.”
Their firm, which was established in 1983, offers diversified wealth management and asset preservation incorporating: Investment Research and Planning, Financial Business Management, and Conceptual and Strategic Plan Design. Wornel Simpson and Associates strives to be among the nation's top investment and insurance industry professionals.
About Wornel and Kellen
They are among the nation's leading investment and insurance industry professionals with more than four decades of experience. They exhibit a unique approach to ascertaining 21st-century economic and generational trends and opportunities.
Focusing on family and lifestyle advisory, impact investing, estate planning, family governance, philanthropy management, succession planning, cash management, spending strategies, contract negotiations, marketing, content creation and brand development – Wornel and Kellen are committed to delivering responsible results through responsible actions.
Wornel L. Simpson (B.A. – Political Science, University of California, Davis) is a Registered Representative of FSC Securities Corporation and holds FINRA Series 7, 63 and 65 registrations. Wornel is life licensed in CA, NV, FL, and WA.
Kellen W. Simpson (B.A. – Communications Studies, Long Beach State University) is a licensed Life, Health and Accident Agent in CA and NC.
Learn more at: wornelsimpson.com
Securities and investment advisory services offered through FSC SECURITIES CORPORATION (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. Insurance offered through Wornel Simpson.
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