Simon has over 25 years of experience collaborating with high-net-worth individuals, multigenerational families, and successful business owners. Through the design of sophisticated financial planning and the structuring of bespoke investment management strategies, Simon has accumulated the knowledge and perspective to assist clients with their personal, business, and financial objectives.

At Raymond James, Simon has access to one of the largest independent full-service financial services firms headquartered outside of Wall Street. Through Fortress Wealth Management of Raymond James, Simon endeavors to create long-term, meaningful relationships with a select group of clients using some of the industry’s most comprehensive resources and partnerships that are fundamental to a client’s financial success.

After twelve years in the Food & Beverage industry, Simon began his financial services journey in 2000. He has worked at City National Bank, Bank of the West, Northern Trust, and Union Bank. Simon is a CERTIFIED FINANCIAL PLANNER^TM professional, a Certified Exit Planning Advisor®, and an Accredited Behavioral Finance Professional®. He has a master’s degree in advanced financial planning from Golden Gate University and earned his bachelor’s degree in speech communication from Syracuse University. He holds his FINRA 7 & 66 securities licenses and his California insurance license.

Simon is a member and past president of the San Gabriel Valley Estate Planning Council, and frequently supports community engagements such as Habitat for Humanity, The Mission Continues, and The Distinguished Gentleman’s Ride. Simon is a motorcycle enthusiast and avid soccer fan. He enjoys writing, reading, strength training, meditation, and attending theater, music, and film events. He and his wife Keira reside in Pasadena, California, where they restored a 115-year-old Craftsman bungalow.