“I am very emotionally invested in my clients and their well-being. Listening to my client’s personal stories and thoroughly understanding life from their point of view is crucial when identifying what they need to feel secure.”
Chad H. Simon, 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 Louisiana State University in 2008 and has been in the financial industry for 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 seven years, the firm has successfully hosted over 150 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.