Eliot Simon (BA, CFP®)

Eliot Simon focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • LGBT Couples and Families
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Additional Information

NAPFA Start Date

July 01, 2016


This Office

1776 Wilson Boulevard Suite 520 Arlington, VA 22209 Phone: (703) 822-5696