Bill Simonet, CFP®, AIF®, CEPA®

Bill Simonet is a financial professional based in Kyle, Texas, serving as the Principal Advisor at Simonet Financial Group, LLC, which was formerly known as Simonet Wealth Management. He holds multiple certifications, including Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), and Certified Exit Planning Advisor (CEPA®) .1

Professional Background

• Current Position: Principal Advisor at Simonet Financial Group, LLC since December 2013.
• Philosophy: Bill emphasizes that everyone deserves to enjoy the quality of life they have worked hard for, focusing on bringing clarity and confidence to clients regarding their financial goals .1

Achievements and Recognition

Bill Simonet has received notable accolades in the financial services industry, including:

• InvestmentNews' 40 Under 40: In 2017, he was recognized as one of the top 40 financial professionals under 40 years old, highlighting his contributions and leadership in the industry .1

• 10 Young Advisors to Watch: In 2018, he was named a finalist by Financial Advisor Magazine, showcasing emerging financial advisors poised to become leaders .1

Personal Philosophy

Bill Simonet is passionate about helping clients identify their goals and aspirations. He believes in fostering open communication to better understand what clients truly want to achieve in their lives .1