Simon is a proud Alumni of San Diego State University, where he graduated with a degree in Financial Planning and Services. Since joining EWS, Simon has become a Certified Student Loan Specialist, as well as completing his coursework for the CFP®. Unlike many advisors in the industry, he found his passion for financial planning  and educating individuals about their financial health at a young age and started working in the financial services industry at 19. Simon is currently an Investment Advisor Representative, Registered Representative, and is licensed in life, accident, and health insurance. 

 

Through his comprehensive industry knowledge and formal education, Simon feels he can provide value to anyone who is serious about creating a financial plan for themselves, their family, or their business. 

 

Simon’s main areas of focus are:

 

• Retirement Planning

• Estate Planning

• Student Loan/Debt Management

• Insurance Planning 

• Investment Management

• Generational Wealth Planning

 

While Simon prides himself as being one of the hardest workers in any room, he is also passionate about giving back to the community, traveling, education, endurance races, and training for his first Iron Man.