Robert M. Simon, CFP®, AEP®, CAP®Partner & Vice President

As a Partner at River Capital Advisors, Rob is involved in all aspects of financial planning and investment management for clients. He leads the Investment Committee for the firm and evaluates both new and existing managers as well as the overall asset allocation. He reviews financial plans for clients and provides guidance on how they can reach both their financial and personal goals. He evaluates the client situation to advise on all areas of retirement, taxation, charitable giving, estate, and risk analysis. Rob has been providing wealth management services for over ten years. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), an Accredited Estate Planner® (AEP®), a Chartered Advisor In Philanthropy® (CAP®), and he received his BS degree in Finance from the University of North Carolina at Charlotte with honors in business.

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