Scott Simon, J.D., CFP^®, AIFA^®, has nearly 15 years of experience in the financial and investment fields. He is the author of two books, the most recent of which, The Prudent Investor Act: A Guide to Understanding, has received testimonials from Vanguard founder John C. Bogle, Nobel Laureate Harry M. Markowitz, Restatement 3rd of Trusts Reporter Edward C. Halbach, Jr. and noted ERISA attorney Fred Reish.

Mr. Simon writes a monthly Morningstar column on fiduciary investment issues called “Fiduciary Focus.” He serves as a consultant, expert witness and public speaker on the Uniform Prudent Investor Act and the Restatement 3rd of Trusts (Prudent Investor Rule).

Mr. Simon graduated from UCLA with honors in political science, earned his law degree and was then awarded a Rotary Foundation post-graduate law fellowship. He is a Certified Financial Planner^®, an Accredited Investment Fiduciary Analyst^® and a member of the State Bar of California. Prior to entering the investment field, Mr. Simon practiced law for nearly a decade.

To learn more about our other Advisors, please click the appropriate link below:

• Gary K. Allen
• Jeffrey B. Coontz
• Brian R. Taylor

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