WEALTH ADVISORY GROUP PLANNING SPECIALISTS

Simon J. Owen, CFP®, CLU®, ChFC®

Simon J. Owen, CFP®, CLU®, ChFC®

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations:

Phone: 818.384.3741

Simon J. Owen, CFP®, CLU®, ChFC®, serves as Senior Vice President for Lion Street in Southern California. Simon draws upon his accounting and wealth planning knowledge to design and implement sophisticated insurance strategies to meet the tailored needs of high-net-worth families, executives and business owners.

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