Locations

Cinnaminson, NJ
Ph: 856-303-2802
Exton, PA
Ph: 610-363-0974

Expertise You Can Trust

James J. Simone, CFP®, CPA
Managing Partner

Jim has over 30 years' experience in financial services...

Richard A. Zajac, CFP®, CPA
Managing Partner

Rick has a broad based financial planning background...

Daniel R. Zajac, CFP®, CLU
Partner

Daniel is a CERTIFIED FINANCIAL PLANNER™ professional who...

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Benjamin R. Zajac, CFP®
Senior Advisor

Ben is a CERTIFIED FINANCIAL PLANNER™...

Denise Wood
Administrator

Denise has been working directly under Jim Simone for more than 12 years...

Tracy Franciscus
Administrative Assistant

Tracy Franciscus (Zajac) joined SimoneZajac Wealth Management Group as our administrative assistant in 2005...

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Advisory Services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA /SIPC  www.lincolninvestment.com.
Simone Zajac Wealth Management Group, LLC and the above firms are independent non-affiliated entities.