Meet Leon James, CFP® Leon James, CFP® Senior Managing Director 949-363-8686 leon@optivestinc.com Leon James is the Senior Managing Director of Optivest Retirement Strategies, LLC. He has deep experience and knowledge regarding the complex issues of retirement planning, including IRAs & 401(k)s, pensions, social security, income... Read more Have a Question? Name Email Address Question Thank you! Oops!