John E. Simone CRPC®, LUTCF<br>Managing Partner

John E. Simone CRPC®, LUTCF
Managing Partner

Phone: 610-234-0061
Fax: 484-534-3546
E-mail:

John Simone is a Managing Partner and co-founder of Secure Employee Planning, LLC.  His experience in implementing the One on One Platform within many large companies in Manhattan over the last 4 years has given us the ability to see what will and will not work within the Corporate setting.  Prior to founding Secure Employee Planning, John was and continues to be one of the Vice President's of DVFG Advisors, LLC and their top producers. He is also an Investment Advisor Representative with Financial Network. Over the past fourteen years, John has been helping business owners and key executives in following areas:

 
Fee Based Financial Planning
 
Investment Advisory Services
 
Retirement Income Planning
 
Education Planning
 
Disability Income Insurance Planning
 
Qualified Plan Distribution
 
Estate Planning
 
Business Retirement Plans
 
Insurance Strategies
 
Group and Voluntary Medical, Life & Disability Insurance
 
John was formerly with New York Life and a member of their Executive Council. His industry awards and affiliations include qualifying as a life member of the prestigious Million Dollar Round Table (MDRT) and for Principal Life's Premier Club in 2004, 2005, 2006 and 2007. He is also a member of the National Association of Insurance and Financial Advisors (NAIFA). John holds the following designations: CRPC ® and LUTCF. 
 
John attended the University of Tennessee and Temple University. He was the number one Amateur Doubles Tennis Player in USA in 1991 and a former ATP Tour Tennis Professional.
 
When not meeting with clients, John enjoys playing competitive city basketball, tennis and golf. He holds a .0 handicap and will be competing in the 2009 Gap Tournament Events.
 
John lives in Dresher, Pennsylvania with his wife Denise, his son John, Jr  and daughter Gabriella.