Adam Simon


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    Adam Simon is a Financial Planner with WestPoint Financial Group. He provides objective and customized insurance and investment strategies to help meet the financial needs of his clients.

    Adam received his Bachelor of Arts in Finance from Transylvania University. Since 2002, Adam has helped clients achieve financial confidence and has built his practice through solid relationships and referrals from his existing clientele.

    Adam’s professional memberships include The National Association of Insurance and Financial Advisors, The Million Dollar Round Table (qualified 2012 through 2017), and The Oldham County Chamber of Commerce.

    Adam currently lives in Crestwood, Kentucky with his wife Samantha and two children, Laney and Logan. When Adam is not working, he enjoys golf, playing music, University of Louisville Sports and spending time with family.

    Adam Simon is a registered representative of and offers securities & investment advisory services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory office 8044 Montgomery Road, Suite 620 Cincinnati, OH 45236 (513) 621-9000. WestPoint Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

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    Right Path Financial, LLC

    Satellite Office

    PO Box 305
    Crestwood, KY 40014

    CRN202007-233725