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John Simon, Jd, Cfp® Email & Phone Number
President / Financial Advisor at Pacific Capital Associates
at
Pacific Capital Associates
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
President / Financial Advisor at Pacific Capital Associates
Location
San Diego, California, United States
Who is John Simon, Jd, Cfp®? Overview
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Quick answer
John Simon, Jd, Cfp® is listed as President / Financial Advisor at Pacific Capital Associates at Pacific Capital Associates, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for John Simon, Jd, Cfp®.
John Simon, Jd, Cfp® previously worked as President at Pacific Capital Associates. John Simon, Jd, Cfp® holds Juris Doctorate from University Of San Diego School Of Law.
Company email context
Email format at Pacific Capital Associates
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Pacific Capital Associates
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Profile bio
About John Simon, Jd, Cfp®
John has a bachelor’s degree from UCLA and a Juris Doctorate from the University of San Diego School of Law. He holds the CERTIFIED FINANCIAL PLANNER™ certification as well as licenses in securities, real estate, and multiple forms of insurance.John has managed client investment accounts since 2000 and managed or co-managed accounts as part of Pacific Capital Associates since 2003. His diverse background enables him both to manage clients’ investments and to provide them with comprehensive financial advice, ensuring that the various components of their financial lives are in place and working together in the most efficient manner possible.
Current workplace
John Simon, Jd, Cfp®'s current company
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1 role
John Simon, Jd, Cfp® work experience
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President
2 education records
John Simon, Jd, Cfp® education
Bachelor Of Arts In Philosophy
FAQ
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What company does John Simon, Jd, Cfp® work for?
John Simon, Jd, Cfp® works for Pacific Capital Associates.
What is John Simon, Jd, Cfp®'s role at Pacific Capital Associates?
John Simon, Jd, Cfp® is listed as President / Financial Advisor at Pacific Capital Associates at Pacific Capital Associates.
Where is John Simon, Jd, Cfp® based?
John Simon, Jd, Cfp® is based in San Diego, California, United States while working with Pacific Capital Associates.
What companies has John Simon, Jd, Cfp® worked for?
John Simon, Jd, Cfp® has worked for Pacific Capital Associates.
How can I contact John Simon, Jd, Cfp®?
You can use AeroLeads to view verified contact signals for John Simon, Jd, Cfp® at Pacific Capital Associates, including work email, phone, and LinkedIn data when available.
What schools did John Simon, Jd, Cfp® attend?
John Simon, Jd, Cfp® holds Juris Doctorate from University Of San Diego School Of Law.
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