Helen Simon

Helen Simon


Helen K. Simon, CFP®, RMA® has been the president of Personal Business Management Services, LLC, an investment advisory firm based in Fort Lauderdale, FL that specializes in assisting individuals in planning their retirement spending, since 1998. She holds over 25 years of professional experience in the financial services industry. Helen was also a faculty member at the Florida International University (FIU) in Miami, FL from 2003 - 2014, where she taught classes in financial management, investments, risk management, and international finance. Helen created and funded FIU's State Farm Financial Literacy Lab and established FIU's first student managed investment fund. Helen holds an MBA and DBA from the Wayne Huizenga School of Business at Nova Southeastern University; she has held the CFP designation since 1994 and the RMA designation since 2013.

Recent articles

The 5 Worst States to Retire In

An overview for soon-to-be retirees of how U.S. states rank amongst each other for retirement living.