Saul Simon Email & Phone Number
Financial Planner and Financial Advisor and Wealth Manager @ Simon Financial Group
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Saul Simon Location
- Boca Raton, FL, US
Saul Simon Work
- 2003 -now Financial Planner and Financial Advisor and Wealth Manager @
- 1985 -2003 Agent and Advisor @ Life Insurance, Long Term Care, Disability, Medical Benefits , Retirement & 401k
Saul Simon Education
- William Paterson University , College for Financial Planning
Business (Certified Financial Planner)
1979-1984
Saul Simon Skills
- Estate Planning
- Financial Advisory
- Certified Financial
- Variable Life
- Banking
- Financial Planners
- Insurance
- Comprehensive Planning
- Retirement Planning
- Financial Planning
- Investments
- Variable Annuities
- Finance
- 401k
- Financial Services
- Asset Managment
- Wealth Management
- Life Insurance
- Business Planning
- Strategic Financial Planning
- Microsoft Word
- Investment Strategies
- SEP IRA
- Certified Financial Planner
- Long Term Care
- Disability Insurance
- Financial Analysis
- Project Planning
- College Funding Strategies
- Long Term Care Insurance
- Management
- Strategic Financial
- Term Life Insurance
- Retirement
- College Funding
- Series 7
- Securities
Saul Simon Summary
- Saul Simon, based in Boca Raton, FL, US, is currently a Financial Planner and Financial Advisor and Wealth Manager at Simon Financial Group. Saul Simon brings experience from previous roles at Life Insurance, Long Term Care, Disability, Medical Benefits , Retirement & 401k. Saul Simon holds a 1979 - 1984 Business in Certified Financial Planner @ William Paterson University , College for Financial Planning. With a robust skill set that includes Estate Planning, Financial Advisory, Certified Financial, Variable Life, Banking and more. Saul Simon has 2 emails on RocketReach.
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