Meet Janet

Janet Simon

Phone: (562) 708-1304


I can help provide clarity to your financial objectives and direction toward your goals. My guidance is delivered with a level of integrity and reliability that keeps your needs at the forefront. As an independent advisor, I have no proprietary products to sell and no sales quotas to meet.

I welcome the opportunity to speak with you about your needs and objectives and the potential benefits of working with a financial professional. 

I help my clients build a foundation for their financial future. They appreciate the level of attention and service I provide, and my commitment to building longstanding relationships based on trust.

Beyond the office, I am actively involved in animal rescue, and I am an avid supporter of the San Diego Humane Society.  My pups, Nixon and Lola, are both rescues from shelters in the Los Angeles area.