Cfp Simon Rawlinson Cepa

FAQ About Cfp Simon Rawlinson Cepa

• What is Cfp Simon Rawlinson Cepa's address?

  Cfp Simon Rawlinson Cepa is located at
  Pasadena, California, United States

• What is Cfp Simon Rawlinson Cepa's job title?

  Cfp Simon Rawlinson Cepa is a
  With nearly 25 years of experience in financial planning and investment management, Simon has the accumulated knowledge and perspective to help you with your financial goals. Simon understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change. Focused on offering sound advice and bespoke strategies, Simon endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. At Raymond James, Simon has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. Simon began his career in financial services in 2000. He has advised high- and ultra-high-net-worth individuals, couples, business owners, and multigenerational families at City National Bank, Bank of the West, Northern Trust, and Union Bank. Simon is a CERTIFIED FINANCIAL PLANNERTM professional, a Certified Exit Planning Advisor, he has a master’s degree in advanced financial planning from Golden Gate University, and earned his bachelor’s degree in speech communication from Syracuse University. Simon is a member of the Financial Planning Association, a member and past president of the San Gabriel Valley Estate Planning Council, and frequently supports community engagements such as Habitat for Humanity, The Mission Continues, and The Distinguished Gentleman’s Ride. Simon is a motorcycle enthusiast and avid soccer fan. He enjoys reading, strength training, and attending theater and film. He and his wife Keira reside in Pasadena, California, where they restored a 114-year-old Craftsman bungalow. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program. Raymond James is not affiliated with other organizations mentioned above. Raymond James

• What industry does Cfp Simon Rawlinson Cepa currently work in?

  Cfp Simon Rawlinson Cepa currently works in the
  Raymond James

• What is Cfp Simon Rawlinson Cepa's area of expertise?

  Cfp Simon Rawlinson Cepa specializes in
  With nearly 25 years of experience in financial planning and investment management, Simon has the accumulated knowledge and perspective to help you with your financial goals. Simon understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change. Focused on offering sound advice and bespoke strategies, Simon endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. At Raymond James, Simon has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. Simon began his career in financial services in 2000. He has advised high- and ultra-high-net-worth individuals, couples, business owners, and multigenerational families at City National Bank, Bank of the West, Northern Trust, and Union Bank. Simon is a CERTIFIED FINANCIAL PLANNERTM professional, a Certified Exit Planning Advisor, he has a master’s degree in advanced financial planning from Golden Gate University, and earned his bachelor’s degree in speech communication from Syracuse University. Simon is a member of the Financial Planning Association, a member and past president of the San Gabriel Valley Estate Planning Council, and frequently supports community engagements such as Habitat for Humanity, The Mission Continues, and The Distinguished Gentleman’s Ride. Simon is a motorcycle enthusiast and avid soccer fan. He enjoys reading, strength training, and attending theater and film. He and his wife Keira reside in Pasadena, California, where they restored a 114-year-old Craftsman bungalow. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program. Raymond James is not affiliated with other organizations mentioned above.

• Which languages does Cfp Simon Rawlinson Cepa speak? 

  Cfp Simon Rawlinson Cepa speaks the following languages:
  No languages available.

• Which industries has Cfp Simon Rawlinson Cepa previously worked in?   

  Cfp Simon Rawlinson Cepa has prior experience in the following industries:
  Union Bank , Northern Trust , Bank Of The West , City National Bank

• What is Cfp Simon Rawlinson Cepa’s work experience?  

  Cfp Simon Rawlinson Cepa has the following professional experience:
  Raymond James , Union Bank , Northern Trust , Bank Of The West , City National Bank .

• How can I find Cfp Simon Rawlinson Cepa on LinkedIn?  

  You can view Cfp Simon Rawlinson Cepa’s
  LinkedIn profile at LinkedIn URL.

• What are Cfp Simon Rawlinson Cepa’s work email addresses?  

  Cfp Simon Rawlinson Cepa’s work email addresses are
  [email protected] .

• What company does Cfp Simon Rawlinson Cepa work for?  

  Cfp Simon Rawlinson Cepa works at
  Raymond James