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Cfs Saul Simon CFP®
Financial Wealth Advisor Author, Simon Says: Love Your Legacy, Television Host
Saul Simon CFP®, CFS, RFC is a Certified Financial Planner with over 35 years of experience in the financial services industry.13 He is the founder of Simon Financial Group, a premier financial planning organization.1 As a financial planner, advisor, and wealth manager, Saul specializes in working with individuals and business owners to develop strategic financial plans that help them reach their financial and family objectives.23
Saul's expertise includes:
- Financial Planning
- Investment Management
- College Funding
- Retirement Planning
- 401k & SEP Plans
- Risk Management
- Long Term Care planning
- Disability Policies1
He has been with Simon Financial Group since 2003, where he provides comprehensive support to clients, leveraging extensive analytical platforms and specialists to develop custom financial plans and strategies.1 Saul is a registered representative of Lincoln Financial Advisors and is licensed to sell securities in multiple states.14
Saul Simon holds a Business degree with a focus on Certified Financial Planning from William Paterson University and the College for Financial Planning.1 He obtained his CERTIFIED FINANCIAL PLANNER™ Professional certification in December 1988.1
