About Simon
Simon aims to provide exceptional service for clients’ day-to-day requests, custodial account management, and investment portfolio administration.
Prior to joining Focus Partners Wealth, Simon worked with a wealth management team at Northwestern Mutual in San Jose, California, as an associate financial advisor for four years.
Though Simon has spent most of his life in San Jose, he spent the first 10 years in Jeonju, South Korea. He enjoys going outdoors, watching films, cooking, and photography, and is a huge soccer fan.
Education and Professional Milestones
-University of California, San Diego - bachelor’s degree
Simon aims to provide exceptional service for clients’ day-to-day requests, custodial account management, and investment portfolio administration.
Prior to joining Focus Partners Wealth, Simon worked with a wealth management team at Northwestern Mutual in San Jose, California, as an associate financial advisor for four years.
Though Simon has spent most of his life in San Jose, he spent the first 10 years in Jeonju, South Korea. He enjoys going outdoors, watching films, cooking, and photography, and is a huge soccer fan.
Education and Professional Milestones
-University of California, San Diego - bachelor’s degree