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.Read Full Bio.
WEALTH ADVISORY GROUP PLANNING SPECIALISTS
- Top 5 New Year’s Estate Planning Resolutions December 17, 2019
- IS DO NOTHING A STRATEGY? July 9, 2019
- Year-End Planning Suggestions December 6, 2018
- Retirement Vehicle of the Fortune 500: Deferred Compensation Plans November 2, 2018
- Planning in 2018: Now What? August 28, 2018