David Simpson is a financial advisor with The Fiscal Fitness Company, Inc., holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has been with The Fiscal Fitness Company since 2006. In addition to his advisory role, he is involved in life insurance sales. The Fiscal Fitness Company provides investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities, using a portfolio construction approach centered on no-load and load-waived mutual funds and ETFs. The firm combines fundamental and technical analysis with the NoLoad FundX “upgrading” strategy and also operates as a licensed insurance broker offering various insurance products on a commission basis.

Rachel Simpson is the sole advisor at The Fiscal Fitness Company, Inc. in Mandeville, LA, with 19 years of industry experience. She has led the firm since 2006 and has prior experience as a homemaker. The Fiscal Fitness Company, Inc. provides continuous investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities, using a portfolio approach centered on no-load and load-waived mutual funds and ETFs, including the NoLoad FundX “upgrading” strategy. The firm also offers limited-scope financial consulting and planning and operates as a licensed insurance broker, combining advisory and insurance services within a small, independent practice.