Simon grew up in Utah and developed an interest in finance at a young age. He was fascinated by the idea of compounding growth and started mowing lawns so he could invest the money he earned. At the age of twelve years old, he was embracing the concept of making money work for him. His favorite class in high school was Financial Literacy, taught by Mac Fieldsted, which left a lasting impression on him and inspired him to pursue an education and career in personal finance.
He went on to earn his bachelor’s degree in Personal Financial Planning with a minor in Business Management from Utah Valley University. Simon is passionate about doing what is right and acting in his clients’ best interests. He believes it’s essential that clients feel heard and applies precision and care every day to help them achieve their goals.
Outside the office, Simon enjoys fishing, working out at the gym, and spending time with his close friends. He looks forward to catching his first 10-pound largemouth bass one day.
Begin your journey towards financial clarity and confidence by scheduling an appointment with our dedicated advisors today. Let us guide you through personalized strategies that align with your goals and pave the way for a prosperous future.
Your Wealth. Our Expertise. One Integrated plan.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. WR Wealth Planning, LLC’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice.” And “Registration does not imply a certain level of skill or training.”
NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.
The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
