Simon Kopel is a First Vice-President - Investments Officer, Chartered Retirement Planning Counselor ® and a Fundamental Choice Portfolio Manager providing, advisory based service.

Simon is driven to help provide people the assistance and knowledge to make the right decisions in order that they can achieve their goals.  Simon firmly believes that in various aspects of life people need educated, knowledgeable and experienced individuals who can act as their trusted advisors.

Simon believes that his clients have earned the right to have a financial advisor that provides planning, oversight and scrutiny for every aspect of their financial affairs. This is Simon’s primary objective for everyone he works with. 

Without this you may have stress and worry which can impact your overall happiness, contentment and ultimately your health.

Simon’s advisory process is designed to:                                          

. Assess ones complex circumstances and create strategies 

. Coordinate who and what is needed to make your goals a reality  

. Increase clients’ awareness    

. Develop long term relationships based on trust  

. Make a difference in clients’ lives and their well-being 

Simon honors our relationship with you by listening and understanding your needs. Your needs and goals will change over time and we will be there every step of the way. We are fully invested in your success by striving to provide intelligent financial strategies by using the resources provided by Wells Fargo Advisors.

We believe this is what is necessary to provide you with the comfort and confidence you deserve: knowing that we are looking after your wealth preservation and growth.