Financial Management for Your American Dream©
Helping Women Make Smart Money Decisions©
Biography - Eric Simons
Having grown up in a show business family and due to his experience with clients in the arts, entrepreneurs, therapists and women, Mr. Simons pays particular attention to life goals & values, day-to-day money management and wealth maximization. He is often called upon to intercede on behalf of clients in problem-sloving and trouble-shooting situations such as divorce planning, credit rehabilitation, risk-managed investing and estate & tax planning. His advice & advocacy is carefully structured to integrate solutions that satisfy all of his clientsí concerns - emotional as well as financial.
Mr. Simons founded Simons Financial Network (SFN) in order to utilize the services of experts from related fields. This cooperative effort allows his clients the freedom, integration and economies of these specialists acting in concert. He also developed his flagship Personal Business Management service where for one inclusive fee his firm becomes your personal CFO (Chief Financial Officer) and handles all aspects of your finances from bill paying, credit & tax management to negotiating, investment, retirement & estate planning. The firmís signature statements summarize it Ė Financial Management for Your American Dream©, Helping Women Make Smart Money Decisions© and Personal Business Management: Your Personal CFO©.
In order to provide risk-averse advice and inject discipline into his investment counsel, investment management services can be rendered for fees and/or commissions; SFN is a Registered Investment Advisor; Eric Simons is a FINRA licensed securities broker with Omnivest, Inc. (Member FINRA & SIPC). He is formerly Executive Vice-President of the Wealth Management Group he founded at Ramirez Asset Management, a municipal securities specialist catering to the wealthy. Mr. Simons is also an independent insurance agent, tax preparer, NYS Certified Guardian and trained in mediation & collaborative divorce.
For many years, The Trusted Family Advisor, Simons $ays, Financial Currents and, 8 of 9: Healthy, Wealthy & Wise, entertaining, educational newsletters with an audience of thousands has been distributed to clients, practitioners and the media. Mr. Simons offers Simons $eminars to educate clients and practitioners. He produced & hosted Your Money and Your Life, a weekly talk-radio show on WEVD. He is the developer of a consumer credit scoring & advisory product named CAAP© (Credit Analysis & Action Plan©) and founder/host of SWOF.tv (Single Women Over Forty), a pay-per-view website featuring financial shows for women. (SWOF.tv is becoming WomenAndMoney.tv for women of all ages).
Mr. Simons is a former adjunct faculty member of NYUís School of Continuing & Professional Studies having taught the retirement segment of the CFP curriculum as well as having inspired and assisted in the creation of Managing a Financial Planning Practice, a certificate program. He lectures for a variety of organizations, such as The Learning Annex (adult conít. ed.) where he has developed courses in divorce planning, "women & money" and credit rehabilitation (helping to establish him as an authority in this field) and video-hosted his on-line courses on Dreamlife.com. He has also taught for a variety of organizations such as McKinsey & Co., Scholastic, Conde Nast, Am. Red Cross, Am. Womanís Economic Dvlp Corp., Finíl Plng Assoc., Natíl Assoc. of Tax Pros, NYS Council on Divorce Mediation.. He has been published & quoted in consumer & professional journals such as Smart Money, Cosmopolitan, Crainís, First for Women, Financial Planning & The Journal of Financial Planning and guested on television (e.g. MSNBC, Good Day NY, MSG Metro Learning Channel) and radio (e.g. Bernard Meltzer, Bill Bresnan).
Mr. Simons is a founding member & former Chair of the Assoc. of Divorce Finíl Plnrs, a former Director of the NY Financial Planning Assoc., the NYS chapter of the Natíl Assoc. of Tax Professionals, The Tax Society at NYU and Family & Divorce Mediation Council of Greater NY. He has been active in the Natíl Assoc. of Women Business Owners, Asian Women in Business, Black Womenís Enterprise and Webgrrls. He is Vice President of Delta (chapter) of Psi Upsilon Fraternity (at NYU), a former Trustee of the Temple of Universal Judaism, a past member of the Board of Managers of the McBurney YMCA, the former Chairman of Foundation in Motion and a former director of the RockVille Dance Company. A native Manhattanite, he graduated from NYCís High School of Music & Art (half of the Fame school, now LaGuardia), holds a BS from NYUís Stern College, and is listed in Whoís Who in America. He started his business career in Jr. Achievement and acquired many of his leadership and teaching skills at the West Side YMCA where he retired from a 28 year career in aquatics, lifeguard training, health, fitness & safety. He is a karateka and yogi.