“I am excited to join the Warren Wealth Associates team.”
WARREN, N.J. (PRWEB) January 21, 2020
Warren Wealth Associates (WWA) is proud to announce the newest addition to their team, Managing Principal Alex Simon. In this role, Mr. Simon prioritizes his day around supporting clients’ lifestyle and business goals with his thorough approach and experience-based advice.
Mr. Simon’s past experience with high-profile companies on Wall Street has provided the team with a vast opportunity to develop a state-of-the-art, technologically-based client service model. This proprietary approach allows Mr. Simon and the WWA team to support their clients’ needs and objectives in an extremely efficient, successful and cost-effective manner.
Mr. Simon holds series 7, 9, 10, 31, 63 and 65 FINRA registrations, as well as New Jersey Life, Accident and Health licenses. He graduated from The New Jersey Institute of Technology with a Bachelor’s in Engineering and from The Rutgers Graduate School of Management with an MBA in Finance.
“I am excited to join the Warren Wealth Associates team,” he said, “and I believe my wealth building and estate planning expertise will continue to help our clients work toward building stronger businesses, retiring early and overall living a comfortable life.”
Warren Wealth Associates, based in Warren, NJ, works with individuals, families, and small business owners, helping them with comprehensive financial planning and guidance that focuses on their long-term needs and goals. To learn more about WWA and their unique approach in serving their clients, visit https://www.warrenwealthassociates.com/.