Designations & Licenses
Simon has over 20 years of experience in wealth management and takes a multidisciplinary approach to address the sophisticated financial needs of high net worth clients. He focuses on developing strategies for net worth preservation and growth, asset protection, and estate transfer. Simon also serves as the firm’s Chief Investment Officer where he develops the firm’s investment policies and oversees the management of the firm’s proprietary investment strategies.
Prior to founding Pasadena Private Wealth, Simon was a Senior Vice President and Wealth Management Advisor at Merrill Lynch since 2000. He spent the majority of his career in financial services at Merrill Lynch before he and the other founding partners formed Pasadena Private Wealth to serve the needs of their clients as an independent Registered Investment Advisory Firm. Simon earned his Master in Professional Accounting at the University of Texas at Austin and graduated from Occidental College with a bachelor’s degree in economics. He is a Certified Private Wealth Advisor® (CPWA®) and a Chartered Retirement Planning Counselor® (CRPC®). Simon lives in La Canada, with his wife, Erin, and their son and daughter. In his spare time, Simon enjoys motorsports, traveling, and time with the family.