Investopedia Advisor Insights talks to Simon about Anglia Advisors' financial planning practice.
I am Simon Brady, CFP®, a CERTIFIED FINANCIAL PLANNER™originally from the UK. I have extensive experience in London's financial district and on Wall Street and as a financial advisor at the United Nations in New York.
I grew up in London and went to university both in my hometown and in Reims, France to study business and finance. I came to New York as a currency trader when my UK employer transferred me to their Wall Street operation. I moved from foreign exchange to equity derivatives before transitioning to personal financial planning and obtaining my CFP® designation. I worked as a financial advisor at the United Nations headquarters in New York, and I am the founder and principal of my own NYC-based firm, Anglia Advisors.
But what I really love to do is to sit down with clients, listen to them explain their financial goals, concerns and dreams and figure out a way to help them achieve financial security and create wealth.
It's all up on my LinkedIn profile if you want more details. I look forward to meeting with you personally and learning how I can help you secure your financial future.