Robert Simon (CFP®)

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

  • Annuities
  • Baby Boomers
  • Corporate Executives
  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

As a Senior Wealth Manager and Research Analyst. Rob assists clients with reaching their various goals. He has been providing financial planning and security analysis for over 10 years. He helps clients to define their plans for retirement, education, and transferring assets to heirs. He also looks at risk factors that can affect individuals such as long term care needs, disability, or death. He has many years of experience evaluating annuities and can assess if a current annuity contract should be held or surrendered. Rob is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and he holds a bachelor’s degree in finance from the University of North Carolina at Charlotte with honors in business. 

Additional Information

Rob is passionate about financial planning and investments because of his parents, who included him in meetings with their financial advisors over the years. He figured out through these meeting that not all advisors had their clients best interests in mind. This is why he is passionate about being a financial fiduciary to his clients and the fee-only model. In his free time he enjoys spending time with friends and family including his wife Kim. He likes hiking, listening to vinyl records, watching classic and new movies, attending concerts, and traveling. 

NAPFA Start Date

April 02, 2018

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This Office

5011 Gate Pkwy Bldg 100 Suite 300 Jacksonville, FL 32256-0830 Phone: (904) 398-2075