Beau Simon is a seasoned financial advisor with over eight years of experience working with high-net-worth individuals and families. At Compound Planning, Beau delivers exceptional service, education, and comprehensive financial planning, including investment management, insurance, stock options, tax planning, estate planning, and everything else related to money. He also advises clients on holistic portfolio optimization, leveraging his deep understanding of market history and global asset allocation strategies. Beau attended California Polytechnic University, San Luis Obispo. He co-founded and served as the Director of Research for the Ca...

More