Beau Simon
SVP & Wealth Advisor at Compound
Based in Royal Oak, United States
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Seniority
Vp
Department
Other
Location
Royal Oak
Industry
Investment Management
Company size
135
Contact information
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b•••••••@withcompound.com
Phone
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Background
About Beau Simon
Beau Simon is a seasoned financial advisor with ten years of experience working with high-net-worth individuals and families. At Compound Planning, Beau delivers exceptional service, education, and comprehensive financial planning that encompasses investment management, insurance, stock options, tax planning, estate planning, and all related financial matters. He also advises clients on holistic portfolio optimization, leveraging his deep understanding of market history and asset allocation strategies. https://compoundplanning.com/company/team/beau-simon calendly.com/beausimon (947) 214-3399 Beau attended California Polytechnic University, San Luis Obispo. He co-founded and served as the Director of Research for the Cal Poly Investing Club. He played NCAA Division I-AA football and earned a B.S. in Wine & Viticulture with a focus on Business. When he's not helping clients achieve their financial goals, Beau enjoys the outdoors with his wife and daughter. You can find him golfing, skiing, playing soccer, and reading about digital assets, history, psychology, and economics.
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