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Bill Simonet


Bill Simonet, CFP®, AIF® is a CERTIFIED FINANCIAL PLANNER™ Professional and Managing Principal of Simonet Financial Group, LLC. He has over 10 years of experience in the financial services industry and is committed to helping empower individuals, businesses, and families to take the financial steps necessary to live their dreams.

Mr. Simonet has been recognized as a thought leader with the next generation of Financial Planning professionals. His work and collaboration within the financial planning community has led to several accolades such as: “InvestmentNews Magazine 40 under 40 class of 2017” and Financial Advisor Magazine’s “10 Young Advisors to Watch 2018.”

Bill’s leadership and motivational talents developed while serving as a U.S. Marine. He is a decorated Operation Iraqi Freedom veteran and continues to serve needs of the community by serving as Bugler for Military ceremonies, volunteering in local events, and mentoring young students.

Bill has earned a strong reputation for honesty and integrity. He develops highly personalized financial plans for his clients and works diligently to help implement planning recommendations. As a result, most new client relationships are created through personal introductions from existing clients & partners.

Agenda Sessions

  • Redefining Your Value as an Advisor