© Copyright 2013, The Institute for Wealth Planning
Simon Singer, CFP®, CAP®, RFC®
Simon Singer is not your typical Certified Financial Planner. While most specialists in his industry take a first meeting and ardently try to sell what they think the client should have in her or his portfolio, Singer does just the opposite as he doesn’t try to sell them anything. He simply listens. Not simply to the words of these soon-
Singer’s “wealth listener”`skills not only come in handy with his own client based -
Simon Singer, who founded The Advisor Consulting Group in 1998, serves as the Managing Partner. The firm designed to provide financial and estate planning and bills itself as an “Integrated Wealth Planning” entity for affluent individuals, families, and businesses.
Simon is a Certified Financial Planner (CFP®), Chartered Advisor in Philanthropy (CAP®), Registered Financial Consultant (RFC®), and is recognized by both the Consumer Research Council of America and “Who’s Who in Business” organizations as one the top planners in the country. He is a former board member and past president of the prestigious Forum 400; the National Association of Insurance and Financial Professionals (NAIFA): the Million Dollar Round Table (MDRT); and the Association of Advanced Life Underwriters (AALU). The highly-
Licenses / Designations / Affiliations
As a Certified Financial Planner, Simon Singer holds a Series 6 securities license; and insurance licenses in life/health/variable in California, as well as life licenses in Colorado, Florida, Georgia, Illinois, Maryland, Massachusetts, Nevada, New York, North Carolina, Oklahoma, Texas, and Virginia.
Furthermore, Singer serves as principal at New First Financial Resources. He also enjoys a strategic alliance with numerous accountancy and law firms and was a patron of the 2010 Ernst & Young “Entrepreneur of the Year” award program.
In addition to having written dozens of articles in trade and consumer publications, Simon Singer has co-
In he Journal of Financial Professionals, Singer co-
Singer is currently working on a solo book project on the subject of customer service and communication between financial advisors and their clients. Written for those in the professional industries -
Presentations / Speeches
Singer has spoken before numerous groups all over the country for the past 12 years and continues to be a highly sought after speaker. From Scottsdale, Arizona; to Dallas, Texas; to Washington, D.C., He has lectured on every aspect of financial planning, asset building and effective communication techniques for those who deal with client money matters. With regard to the latter, Singer is often asked to share his expertise and savvy to industry insiders -
Some of the prestigious organizations for whom he has delivered his speeches include: MDRT; Top of the Table, International Forum, NAIFA, Southern California Institute Laureate Program, InsMark Symposiums, Best Practices of America, and Pacific Life Group, to name but a few. The following list highlights Singer’s recent talks/discussions/speeches since 1999:
Best of Times -
Working with a Whale: San Francisco, California
Expert Panel Member: Pittsburgh, Pennsylvania
Strategic Alliances for the Benefit of the Client: Pittsburgh, Pennsylvania
No stranger to broadcast media, Singer was also the host of the “Your Money” series on the business channel and also a hosted “Money Talks” on KDOC Radio.
Singer has been quoted on newswire services such as Dow Jones and Reuters, and in various publications and on websites including the Huffington Post, E! Online, Private Wealth magazine, Registered Rep magazine, Wells Fargo Conversations and the Major Gifts Report newsletter. Singer has also ghostwritten a book due out early 2015 on the topic of using diversification to ensure fortunes for heirs.
College of Financial Planning -
Estate and wealth Strategies Institute at Michigan State University -
Laureate in Wealth Strategies at the Southern California Institute -
National Institute of Finance -
Personal History / Background
Simon Singer not only excelled in his adult career as a financial planning expert, he also has enjoyed a highly successful career as a youngster in radio and television and also as a star athlete. Singer was a seven-
As an entertainer, Singer continues to perform radio and stage readings of famous television, film and radio shows of the 40s, and 50s in which he appeared. His most recent tour included the celebration of Lucille Ball’s 100th birthday, where he appeared in readings of some of the “I Love Lucy” iconic episodes. In 2011 alone, he performed in Seattle, Washington with the Radio Enthusiasts of Puget Sound, in New Jersey with Friends of Old Time Radio and in Los Angeles with the Society to Preserve and Encourage Radio Drama Variety and Comedy, and is due to perform at the Motion Picture Retirement Home in October.
In all, Singer has performed in more than 2000 movie, radio and television shows—in the latter, he co-
Simon Singer sports a unique philosophy in contrast to others in his field—he always thinks beyond the obvious to achieve results. He lives his personal life with equal zeal as he travels, enjoys family, and pursues his hobbies including table tennis and golf.
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