Simon joined GoldBook Financial as a Financial Advisor in September 2023.
Simon is committed to building long-term relationships with his clients and helping them reach their financial goals. Drawing on his knowledge, experience, and world-class tools, he helps build financial freedom for his clients. Along with a team of professionals, he has the resources to recommend products and strategies designed to meet his clients current, and more importantly, future needs.
Prior to joining GoldBook, Simon was a financial services professional with MassMutual Pacific Coast. He started his career in the financial services industry as an intern with Tidemark Financial Partners and financial sales associate with CFG Wealth Management.
He is a graduate from San Diego State University with a Bachelor of Science in Financial Services, which provided him with a strong foundation for a career in financial services. Outside of work, Simon enjoys surfing, golfing, and training for triathlons and marathons.
He holds FINRA Series 7, 63 and 66 and is Life, Accident and Health licensed.
CA Insurance License #4311829