David Simpson, CFA
Founder and President
Simpson Capital Management, Inc.
Phone/Text: (949) 395-4998
Email: david@simpsoncapital.com
Location: Laguna Niguel, California
Questions about retirement planning, portfolio management, trusts, concentrated stock positions, or transferring an existing investment account? Contact David Simpson for a confidential discussion of your financial objectives
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Whether you are seeking portfolio management, retirement planning guidance, a second opinion on your investments, or information about Simpson Capital Management, I welcome the opportunity to speak with you.
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