Robert M. Simon,  CFP<sup>&reg;</sup> - Financial Advisor

Robert M. Simon, CFP®

MSFP, AEP®

President

River Capital Advisors, L.C.

5011 Gate Pkwy, Bldg 100 Ste 300
Jacksonville, FL 32256
FINANCIAL ADVISOR'S WEBSITE
(904) 398-2075 CONNECT WITH Robert
  • linkedin link

General

Robert Simon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at River Capital Advisors, L.C. in Jacksonville, FL and the surrounding communities.

Financial Advisor Overview

Rob Simon is the President of River Capital Advisors, L.C. The firm assists clients in reaching their goals. It is based on Jacksonville, FL.

More

Financial Advisor Experience

Rob has been advising clients since 2007. Rob has the Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), and Chartered Advisor in Philanthropy (CAP®) designations. He is also earned his Master degree in Financial Planning through the American College in 2022. He has been with River Capital Advisors, L.C. since 2011. As President of the firm he assists clients with all areas of their financial life. He is passionate about helping clients reach their goals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CAP, MSFP

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Limited Partnerships, Mutual Funds, Getting Married, Irregular Income, Insurance, Real Estate, Retirement, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources