Bill has had years of experience with financial management.
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CERTIFIED FINANCIAL PLANNER™
Bill is committed to the fiduciary duty by putting the interests of his clients first.
Bill Simonet, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Principal Advisor of Simonet Wealth Management. He has nearly 10 years of experience in the financial services industry and is committed to helping empower individuals, businesses, and families to take the financial steps necessary to live their dreams.
Mr. Simonet is a graduate of Everglades University, where he earned a Bachelor of Science Degree in Management. He has met the extensive experience, education, ethics, & training requirements of the CFP Board of Standards and holds the prestigious CFP® certification. Bill is committed to the fiduciary duty by putting the interests of his clients first.
Bill’s leadership and motivational talents developed while serving as a U.S. Marine. He is a decorated Operation Iraqi Freedom veteran and continues to serve needs of the community by serving as Bugler for Military ceremonies, volunteering in local events, and mentoring young students.
Bill has earned a strong reputation for honesty and integrity. He develops highly personalized financial plans for his clients and works diligently to help implement planning recommendations. As a result, most new client relationships are created through personal introductions from existing clients & partners.