John E. Simone, AIF®, CRPC®, CRPS®, CPFA®
CEO, Managing Partner, & Financial Advisor
JOHN SIMONE has spent nearly 30 years helping business owners, executives, and high-net-worth individuals pursue their financial goals. By fostering integrity, trust, and clear expectations, he guides clients toward financial independence.
John supports corporate clients with qualified and non-qualified retirement plans. As a selected member of the specialized LPL Financial Retirement Plan Consulting Program (RPCP), he provides ERISA 3(21) fiduciary services for defined contribution and defined benefit plans across for-profit and nonprofit organizations.
John also works with individuals on financial planning, investment management, insurance, retirement strategies, and more. He is a member of the National Association of Insurance and Financial Advisors.
John attended the University of Tennessee and Temple University. He was the #1 U.S. amateur doubles tennis player and competed on the ATP Tour. He’s an avid golfer and six-time champion at Philmont Country Club. He has two children, John Jr. and Gabriella, and lives in Ambler, PA, with his fiancée, Lisa Furey, and their dogs, Bruno and Bella.