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MEMBER PROFILE

 

David Simon

1792 Wealth Advisors

 

Member profile details

Membership level
Philadelphia Individual
First name
David
Second name/initial
A
Last name
Simon
Title
SVP/Partner; Wealth Manager, RJFS
Company
1792 Wealth Advisors
XPX Chapter Email Lists
  • Philadelphia News & Events
 

CONTACT INFORMATION

City
Fort Washington
State
Pennsylvania
 

PROFILE INFORMATION

Call me when
you have a need for a financial advisor who is a CEPA. I start by developing the personal financial plan.
Why I/we support XPX
Networking to help private business owners
Profession
  • Wealth Manager
Functional Expertise
  • Estate planning
  • Investments
  • Retirement
Client Industry(ies)
  • Computer/Electronics
  • Health/Pharma/Biotech
  • Manufacturing
  • Wholesale/Distribution
Professional Certification(s)
CEPA
Transition Planning Certification or Methodology
Value Acceleration Method
In Business Since
1988
How to contact
dave.simon@1792wealthadvisors.com; 267-965-2660
LinkedIn profile link
www.linkedin.com/in/davesimon19
Business Focus
I provide a personal financial plan to be the backbone of the Personal and Financial Paths.
Client Results
Securities offered through Raymond James Financial Services(RJFS), Inc. Member FINRA/SIPC. 1792 Wealth Advisors is not a registered broker/dealer and is independent of RJFS, Inc. Investment advisory services offered through RJFS Advisors, Inc.
Resource details (for Advisor Resource Sponsors)
Being affiliated with Raymond James Financial Services gives me a deep team including wealth planners, tax and estate planning professionals. My team and I work with Exit Planners, Business Advisors, Valuation Advisors, CPAs and Attorneys (business and M&A amongst others).
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