Uniquely Excellent

Simonet Financial Group brings forward a unique culture and business model to allow clients greater opportunity for success.

Ready to Start Focusing on Your Financial Goals?

Simonet Financial Group was founded by Bill Simonet, CFP® with the clear purpose of bringing clarity and confidence in our clients’ lives by bringing their financial goals into focus. We serve as an advocate, advisor, and coach to help motivate our clients to take the financial steps necessary to live life freely. You have worked hard to create a lifestyle for you and your family. We believe you should have every opportunity to enjoy the fruits of your labor, and are committed to helping you achieve your goals.

Everyone is entitled to enjoy the quality of life they have worked hard for.

As a Financial Management Firm, Simonet Financial Group incorporates a continual process of financial planning, cash flow management, investment portfolio monitoring, and strategic collaborations with attorneys, CPAs, Insurance Agents, private bankers, TPAs, and Trust service providers to provide an integrated financial solution for our clients.

Watch the video above for more insight on our company and what we stand for.

The Simonet Advantage

We recognize that you have many options when selecting a financial professional to work with. It is a decision that can impact you & your family for generations and should not be taken lightly. At Simonet Financial Group, we believe that our unique culture and business model gives our clients a greater opportunity for success.

Our Team

Bill Simonet, CFP™

 Managing Principal

A CERTIFIED FINANCIAL PLANNER™ and Principal Advisor of Simonet Financial Group, Bill has nearly 10 years of experience in the industry empowering people to take financial steps towards their dreams.

Kristi Garcia

 Operations Manager

Operations Manager of SFG and Personal Assistant to Bill Simonet, Kristi has over 18 years of administrative experience developing and implementing strategies for more effective business operations.

Kerry Ann Pearce

 Client Services Associate

The first point of contact for clients at SFG, Kerry Ann has more than a decade of experience in sales and marketing with an expertise in Real Estate development that is only overshadowed by her hard work and determination.

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