I’m Simon Brady, CFP®, a CERTIFIED FINANCIAL PLANNER™ professional.
My passion is to build financial stability for younger professionals in their 20s, 30s and 40s who want to ensure that they are financially organized, tax-optimized, saving enough money in an efficient way for retirement, that their kids have a college fund, they are prepared for emergencies and the stuff life will throw at them and that everything else in between is taken care of.
What I really love to do, is sit down with clients, listen to them explain their financial goals, concerns and dreams, and figure out a targeted way to help them achieve financial security and create wealth using long term, diversified strategies.
Education and experience:
I was born and grew up in London, England. I went to university in both Britain and France, studying business and finance. I moved to New York as a currency trader when my UK employer transferred me to their Wall Street office. I moved from foreign exchange to equity derivative trading, before transitioning to personal financial planning and earning my CFP® designation. I worked as a financial advisor at the United Nations headquarters in New York. I am the founder and principal of my own NYC-based Registered Investment Advisor firm, Anglia Advisors.
I have contributed articles and featured in videos on various financial planning topics on numerous media outlets, including Business Insider, Investopedia, CNBC, Asset TV, ConnectRoot, Savvy Parents and more. I also have my own podcast: Angles, and I am the host and presenter of the Financial Planning Association of New York's Personal Finance podcast.