Broker Check

John E. Simone, AIF®, CRPC®, CRPS®, CPFA

John E. Simone, AIF®, CRPC®, CRPS®, CPFA

Corporate Benefits and Insurance Planning

John E. Simone, AIF®, CRPC®, CRPS®, CPFA

Corporate Benefits and Insurance Planning


For more than 27 years, John has been helping business owners, key executives and high-net-worth individuals transform their life aspirations into financial realities. By establishing a culture of integrity and trust, creating realistic expectations, and providing investment planning and insurance strategies, he helps them pursue financial independence.

Winner of the Five Star Wealth Management award for eleven years; John shows a consistent and high level of service and satisfaction among his clients. Additionally, John has been recognized by Advisor Hub as one of the Top 200 Fastest Growing Advisors in the country for 2023.

He specializes in working with his corporate clients in both their qualified and non-qualified retirement plans. Having qualified for the LPL Financial Retirement Plan Consulting Program (RPCP), he is one of an experienced group of advisors providing ERISA 3(21) fiduciary services on an independent basis for both defined contribution and defined benefit plans in the for-profit and nonprofit markets.

In addition to retirement plan services, he assists his corporate clients with their group medical and insurance plans, implementing creative independent plan design features to provide them with alternative ways to save money without reducing plan benefits. He works with his individual clients in the following areas: fee based financial planning, investment recommendations, insurance planning (life, disability and long-term care), retirement income planning, estate planning and college planning. John holds the Series 7 and 63 registrations with LPL Financial and the 65 registration, through Wealthcare Advisory Partners LLC, as well as life, health and accident licenses, and is a member of the National Association of Insurance and Financial Advisors.

He attended the University of Tennessee and Temple University, and was the number one amateur doubles tennis player in the United States in 1991 and an ATP Tour tennis professional. When not hard at work helping his clients, John enjoys spending quality time with his family, participating in competitive golf GAP events and is a five time Club Champion at Philmont Country Club. He lives in Ambler, Pennsylvania, with his two children, John Jr. and Gabriella.

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.