Contact Info
Burpee Del Simone LLC
Derek Del Simone
1255 Treat Blvd. #300
Walnut Creek, CA 94597
Phone: 925-472-6687
Fax: 925-472-6686
Contact via Email
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Our Website
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Services
- Financial Consulting
- Financial Advisors
- Stock Broker
- Asset Management
- Insurance Agents
- Financial Planning
- Retirement Planning
- Investment Advice
- Variable Annuities
- Private REIT
Fundraisers We Support
- Unicef
Hours of Operation
Available by appointment anytime.About Us
Client benefits of working with our team include:
1. Consultative Approach
Our Consultative Approach allows us to give our clients exceptional customer service and a balanced investment philosophy.
2. Custom Portfolios
We take a lot of pride in the completely custom portfolios and asset management services we give our clients.
3. Best-of-Breed
LPL Financial provides us with a broad selection of financial products, allowing us to expand investment options for our clients.
4. Competitive Pricing
We provide our industry experience, expert knowledge and singular client focus at an extremely competitive pricing structure.
We'll Impress You
With increasingly complex and unpredictable financial markets and longer life expectancies, working with an investment professional is more important than ever. With such an overwhelming number of investment options, one of the most important decisions you can make is to seek the advice of trusted, qualified advisors. Robert Burpee and Derek Del Simone can provide the guidance you’re looking for.Mission Statement
Expect the best. Here’s what we’re known for:Grow capital in the most tax efficient manner possible. Maximize consistent stable returns while minimizing risk. Fulfill income requirements in both bull and bear markets. We educate our clients so they fully understand the various options and the investment vehicles we use in their portfolios. Our approach is very interactive and every portfolio is customized to match the preferences and objectives of the client. Experience the confidence and peace of mind that comes with a well structured and intelligent investment portfolio. Call us today.
