Tami Simpson – President and Co-Founder


Tami Simpson CFP®

Financial Planner

(714) 617-4394


Get to Know Me Better

Tami Simpson, CRP®, CRPC®, is co-founder and President of Wealth Financial Group West, Inc. She is a Certified Financial Planner and is a Chartered Retirement Planning Counselor designee. She attained Ed Slott-certified Master Elite IRA Advisor*. 

Tami was born in Flint, MI and spent her childhood in the Mid West. In 1976, Tami moved to Southern California to attend Loma Linda University where she earned her nursing degree. Tami worked in ER nursing throughout her twenties and began raising her family. Tami has two adult daughters and 3 grandchildren.

 In her thirties, Tami attended Fuller Theological Seminary where she earned a Masters in the Art of Theology. Throughout the next decade, Tami pastored several churches and served as the Senior Pastor at Riverside Community Church in Riverside, CA. She was a “groundbreaker” for women in ministry and found her years in ministry to be some of her most fulfilling. In her forties, Tami attended the University of California-Irvine and successfully completed their Personal Financial Planning program. Now Tami’s medical, pastoral and financial training have been combined to mold her into someone qualified to guide her clients through the increasingly complex world of retirement management.
She views money as a tool, that if managed intentionally, can enhance not only the lives of her clients, but also of their families for generations to come.Tami enjoys reading, traveling, great wine and good food and has recently added yoga on her “to do” list. She is on a lifelong quest to experience real wealth in her own life and inspires her clients to do the same.