Bryce Simon, CLU ®, CFP® a Financial Advisor with Northwestern Mutual – Chicago has been authorized by the CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. to use the CFP® certification marks in accordance with CFP Board certification requirements.
“We are proud of Bryce for achieving the highest standard in personal financial planning,” said Corey McQuade, Managing Partner, Northwestern Mutual -- Chicago. “Earning this designation demonstrates the value he places on doing what is in our clients’ best interest as well as his commitment to professional growth.”
As a Financial Advisor with Northwestern Mutual – Chicago, Simon partners with senior level executives and business owners to help them develop comprehensive financial plans tailored to plan for and achieve their life goals.
The CFP® certification recognizes individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants must also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
Simon joined Northwestern Mutual - Chicago in 2008 and started building his financial planning practice. His commitment to excellence in service to his clients and the industry has been recognized with the Quality Award from the National Association of Insurance and Financial Advisors (NAIFA) for the past six years. In 2016 he achieved membership into the Million Dollar Roundtable (MDRT) and this year was recognized with the Court of the Table. MDRT is the premier international independent association of financial professionals.
A former college athlete, Simon enjoys volunteering as a coach and mentor in the Near West Little League, a Chicago inner-city baseball and softball program. He is also an active supporter of Northwestern Mutual-Chicago’s Childhood Cancer Program.
To learn more about Bryce Simon visit his website at http://brycesimon.nm.com/