Updated September 27, 2023
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Simon Brady

Certified Financial Planner
FinanceHQ Network Member
LocationNew York, NY
Years of experience25 years experience

About Simon Brady

Simon Brady is a seasoned financial professional and the founder of Anglia Advisors, a New York-based Registered Investment Advisor. With a background in currency and equity derivatives trading on Wall Street, Simon's more than twenty-five years of financial market experience paved the way for his extensive expertise in personal finance. After completing rigorous education at New York University and earning his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Simon transitioned to become a dedicated advocate for his clients' financial well-being. He is known for his commitment to transparency and clear communication, offering uncomplicated financial advice to empower individuals, couples, and families. Simon's passion for guiding younger professionals, foreign nationals, and those facing sudden life changes, coupled with his reputation as a media contributor, speaker, and podcast host, positions him as a leading figure in the field of personal finance.

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Areas of specialty

  1. Retirement Planning
  2. Estate Planning
  3. Investment Management
  4. College Planning
  5. Consulting for Foreign Nationals in the US
  6. Post-Divorce and/or Widowhood Planning

More about Simon Brady

DesignationsCompany name
CFP, CETF® Anglia Advisors
Works with clients inCustodian firms
Anywhere in the US except TX & LABetterment For Advisors

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