Robert Simon

CAP® i

Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

Professional Profile

About me (self-reported)

I am a fee-only financial advisor. I specialize in helping people understand their finances and make decisions regarding their future. I try to help my clients feel confident that they can reach their goals. I can help them develop innovative strategies that look at their situation holistically.

Office Location 5210 Belfort Rd.
Ste. 135
Jacksonville, FL 32256

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My Expertise Philanthropic & Estate Planning Designations Held

CAP® i

Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

Minimum Assets $250,000 - $499,999 Minimum Income less than $50K Languages Spoken (self-reported) English

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