A veteran of the financial world, Brian Simon specializes in helping business owners and medical professionals take charge of their financial future. While he recognizes that certain planning issues require more intricate solutions, he focuses his experience on providing “simple solutions to complex problems.”
Prior to joining the financial services industry, Brian enjoyed a successful career as a sports anchor at WINK-TV from 1994-2005. He and his wife were clients of the firm for five years before he recognized his growing passion for helping clients strengthen their financial confidence. Having learned planning principles directly from his advisor, John Bellino, Brian transitioned into the financial industry and joined the AFG team in 2004. Brian’s mission is to make families more financially confident today and help them move toward financial independence. He specializes in working with medical and dental professionals, business owners and other successful executives.
A Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU) and Certified Exit Planner (CExP), Brian has been working with successful professionals since 2004. A native of Kansas City, Missouri, Brian lives in Ft. Myers with his wife, Mindi, and their two children, Sander and Sari.
Actively involved in his community, Brian serves as the President of the Jewish Federation of Lee and Charlotte Counties. He is past president of the Estate Planning Council of Lee County. Outside of the office, Brian enjoys running, playing tennis, reading and supporting the Kansas City Chiefs and Royals.
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian, CA Insurance License ID #0G10296