“WHEN HELPING (CLIENTS) MAKE IMPORTANT FINANCIAL DECISIONS, I ALWAYS CONSIDER WHETHER OR NOT I WOULD MAKE THE SAME RECOMMENDATIONS FOR MY OWN MOM OR DAD.”
Senior Partner with Simon & Simon Financial, is a fiduciary, Investment Advisor Representative (IAR), and Medicare and Social Security Specialist. Chad holds his Series 65 license and is a licensed Life & Health producer in Louisiana, Texas, Mississippi, Georgia and California. He also specializes in tax-deferred investments, Social Security benefits and wealth management.
Chad graduated from Fontainebleau High School in Mandeville, Louisiana before going on to attend Louisiana State University. After college, Chad joined Simon & Simon and has been with the firm over 12 years. Although he strongly considered pursuing the medical field post-college, Chad was inspired to establish himself as an authority in Medicare, Social Security and retirement planning after carefully analyzing the Affordable Care Act (Obamacare). Realizing a career in the medical field may not be as rewarding as he anticipated, Chad joined the family firm and has since dedicated his time and energy to creating a comprehensive approach to retirement planning.
Chad is a member of the Million Dollar Round Table and has earned numerous production awards. As a firm, they are members of the St. Tammany Parish Chamber of Commerce and the Covington Small Business Association. Over the past decade, the firm has successfully hosted hundreds of retirement workshops and events.
Due to working with his father/partner, Gerald Simon, Chad has had the opportunity to work across multiple generations, giving him a unique perspective when creating financial plans for clients. Together, they have made it their mission to educate clients about their options, help them implement the best course of action to achieve their financial goals, and ultimately guide them throughout the duration of their retirement.
By nature, Chad is a problem-solver, and he has a passion for finding creative ways to resolve complicated financial issues for his clients.
“I am very emotionally invested in my clients’ success. We are a family firm and our clients are a part of that family. When helping them make important financial decisions, I always consider whether or not I would make the same recommendations for my own Mom or Dad.”