What is Cfp Simon Owen Clu Chfc email address?

Cfp Simon Owen Clu Chfc's primary email address is *****@highlandbrokerage.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Simon Owen Clu Chfc work for?

Cfp Simon Owen Clu Chfc is a Senior Vice President at Lion Street Private Client Group at Lion Street, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Simon Owen Clu Chfc graduated from?

Cfp Simon Owen Clu Chfc holds a degree in Bachelor of Science (BSc), Chemistry and Food Science, First Class Honours from reading university.

How can I directly contact Cfp Simon Owen Clu Chfc?

To contact Cfp Simon Owen Clu Chfc directly, you can use the email address *****@highlandbrokerage.com. Complete contact information is available upon registration with Muraena.

Is Cfp Simon Owen Clu Chfc an immigrant?

Yes, Cfp Simon Owen Clu Chfc is an immigrant and currently based in United States

Who is Cfp Simon Owen Clu Chfc?

Simon Owen is a seasoned financial professional with over two decades of experience in wealth management and financial planning. He currently serves as Senior Vice President at Lion Street Private Client Group, where he specializes in designing sophisticated insurance strategies for high-net-worth families and business owners. Simon's extensive background includes leadership roles at prominent firms such as Highland Capital Brokerage and Bank of America Merrill Lynch, where he was instrumental in developing wealth preservation and multigenerational transfer strategies. His expertise is underscored by multiple professional designations, including CFP, CLU, and ChFC. Simon's educational foundation in Chemistry and Food Science from Reading University adds a unique perspective to his analytical approach in finance. He is passionate about leveraging technology in financial advisory services to enhance client outcomes.