Simon Singer, CFP®, CAP®, RFC®

Simon Singer, CFP®, CAP®, RFC®

Phone: (818) 728-5961
Fax: (818) 728-5965
 

Simon Singer, CFP®, CAP®, RFC® is the founder of The Advisor Consulting Group, a firm designed to provide financial and estate planning assistance to clients of high-end CPA and law firms.  These firms specialize in executive/owner compensation and zero estate tax planning for wealthy individuals and closely-held businesses.

Simon has been in the Financial Services Industry since 1966 and is a Registered Representative with NFP Advisor Services, LLC  He is recognized by Consumer Research Council of America and is listed with Who’s Who in Business.

Simon is the co-author of three books: “Twenty-First Century Wealth”; “Family Wealth Counseling – Getting to the Heart of the Matter”; and “Love, Money, Control”.  He is also a nationally acclaimed lecturer, giving numerous presentations each year.
 
Simon is a member of several prestigious financial organizations:  The International Association for Financial Planning, and the Advisors in Philanthropy, Top of the Table and AALU.  He is also a former Board Member and past President of the International Forum, the preeminent association of financial service professionals.