As a CERTIFIED FINANCIAL PLANNER™ Practitioner for over 30 years, I specialize in working with individuals and business owners to develop strategic financial plans that help them reach their financial and family objectives. In our constantly evolving world, it is important that I build long term relationships with my clients. Through understanding my clients' goals and objectives, I help to develop a sense of confidence even through the highs and lows of the market. Times have changed, which is why I stress the importance of establishing a long-term strategy.
Creating a bond and building a strong relationship based on trust is important to the success of any financial plan that we build in concert with our clients. Once a plan is implemented my clients and I review the plan on a regular basis to assure the plan remains suitable to their financial goals.
A strong believer in financial education, I sponsor lectures on financial planning for corporations, adult education programs, and community organizations. I also host a radio program called "SIMONSAYS® Manage Your Money" and have appeared as a guest with CNBC & FOX Business, Steve Adubato in Caucus, New Jersey.
I am a graduate of William Paterson College, a CERTIFIED FINANCIAL PLANNER™ Practitioner, a board member of the Henry Kessler Foundation and The Bass Foundation. Also, I serve as President of The Brotherhood of Temple B'nai Jeshurun.
I reside in Short Hills, New Jersey with my two children; Danielle and Jack, and our two dogs, Rusty and Hampton.