Simeon Moes, CFP®, ChFC®, CRPC®

Your financial goals and retirement vision are at the heart of Simeon’s approach. Whether you’re planning ahead or already enjoying retirement, Simeon partners with you to create a clear, personalized roadmap that brings together every aspect of financial planning, helping you move forward with confidence.

As a CERTIFIED FINANCIAL PLANNER™ professional, Simeon brings extensive knowledge of the retirement planning process. He also holds the Chartered Financial Consultant® (ChFC®) and Chartered Retirement Planning Counselor℠ (CRPC®) designations, reflecting his commitment to helping individuals and families make informed, values-based decisions about their financial futures.

Simeon believes effective financial planning is about more than numbers, it’s about aligning your resources with the life you want to live. He focuses on building strategies that foster long-term security and peace of mind. Outside of EFS, Simeon enjoys time with his wife and two children, golfing, and following his favorite sports teams.