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Robert Simon (AEP, CAP, CFP®, MSFP)

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

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™ an Accredited Estate Planner, and a Chartered Advisor in Philanthropy. He holds a Masters degree in Financial Planning.

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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

5210 Belfort Rd. Ste. 135 Jacksonville, FL 32256 Phone: (904) 398-2075
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