John E. Simone, AIF®, CRPC®, CRPS®, CPFA
Corporate Benefits and Insurance Planning
John E. Simone, AIF®, CRPC®, CRPS®, CPFA
Corporate Benefits and Insurance Planning
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.
Five Star Wealth Manager Awards are based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2014-2023 Five Star Wealth Managers. |
Advisor Hub nominees are required to have a minimum of seven years' experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism. The list is broken into several sub lists: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo, and Fast-Growing.