Adam Simon is a Financial Planner with WestPoint Financial Group. Adam received his Bachelor of Arts in Finance from Transylvania University. Since 2002, Adam has helped clients achieve financial confidence and has built his practice through solid relationships and referrals from his existing clientele.
Adam’s professional memberships include The National Association of Insurance and Financial Advisors, The Million Dollar Round Table (qualified 2012 through 2017), and The Oldham County Chamber of Commerce.
Adam currently lives in Crestwood, Kentucky with his wife Samantha and two children, Laney and Logan. When Adam is not working, he enjoys golf, playing music, University of Louisville Sports and spending time with family.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Adam’s Licenses and Disclosures