David Simon
1792 Wealth Advisors
Fort Washington,
Pennsylvania
Contact
How to contact
dave.simon@1792wealthadvisors.com; 267-965-2660
Professional Profile
Call Me When
you have a need for a financial advisor who is a CEPA. I start by developing the personal financial plan.
Professions
Wealth Manager
Functional Expertise
Estate planning
Investments
Retirement
Business Focus
I provide a personal financial plan to be the backbone of the Personal and Financial Paths.
Professional Certification
CEPA
Transition Planning Certification or Methodology
Value Acceleration Method
Client Industries
Computer/Electronics
Health/Pharma/Biotech
Manufacturing
Wholesale/Distribution
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.
Chapter information
Membership
Philadelphia Individual
Member since
Member for 6 months
Why I'm a Member of XPX
Networking to help private business owners
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