Chad Simon was senior partner and vice president at Simon & Simon Financial, and a Series 65 securities-registered Investment Advisor Representative (IAR) with Simon & Simon Wealth Management. He held his life & health licenses in Louisiana, Texas, Mississippi, Georgia and California, and he assisted clients with Medicare and Social Security. After college, he joined Simon & Simon in 2009, and spent his entire career with the firm, making his way up from manager of operations, to senior partner and vice president.
As a legal fiduciary, Chad always offered his clients investment advice focused on their best interests. He said, “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.” This quote was a heartfelt, true sentiment, since both Chad’s beloved mom and dad, as well as his brother, still work at the firm. They remain extremely proud of him and what he accomplished in helping so many families attain their retirement dreams.
Chad graduated from Fontainebleau High School in Mandeville, Louisiana, before going on to attend Louisiana State University. 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 have been as rewarding as he anticipated, Chad joined the family firm and dedicated his time and energy to creating a comprehensive approach to retirement planning.
A member of the elite Million Dollar Round Table (MDRT), Chad earned numerous financial service industry awards. He hosted hundreds of retirement workshops and events for Simon & Simon Financial, teaching the community what they needed to know about the many risks and aspects they could face in retirement. As part of that community educational outreach, he also hosted the Retirement Roux podcast in 2022 alongside Gerald and Grant. Listen here.
In fact, Chad always relished his chance to work across multiple generations due to working so closely with his father and partner, Gerald Simon, which he felt gave him a unique perspective. Together, Chad, Gerald, and Grant 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 was a problem-solver. He was passionate about finding creative ways to resolve complicated financial and retirement issues. He is very much missed by his whole family and by his former clients, and his memory will live on forever at our firm.
