About Us

Simon & Simon Financial, LLC is a Louisiana-based father and son team specializing in independent financial planning and insurance solutions. Their powerful combination of extensive experience (50+ years) and unbridled energy has earned them a loyal following of devoted clients.

Both Gerald and Chad have obtained their Series 65 licenses, making them Investment Advisor Representatives (IARs) and most importantly, financial fiduciaries. As fiduciaries, they are required by law to only give advice which is in the best financial interest of their clients.

While their firm, Simon & Simon Financial, is based in Covington, Louisiana, they serve clients across the country.