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SIMON SINGER, CFP®, CAP®, RFC® BIOGRAPHY BUSINESS/BACKGROUND: Simon Singer has been in the financial services industry since 1966. He founded The Advisor Consulting Group in 1998, serves as the Managing Partner. The firm is designed to provide financial and estate planning, and bills itself as a “Wealth Planning on Purpose” entity for affluent individuals, families, and businesses. Additionally, in 2015, he co-founded the Tax Planning Institute (TPI) which later became the American Tax Planning Institute (ATPI) in 2016. The ATPI is an organization that was created to fill in the gaps that was missing in today’s financial environment. Specifically, education, mentorship, and marketing. All of these components allow ATPI to assist financial professionals with their business development and more importantly how they interact and work to enhance their clients lives. He also enjoys a strategic alliance with numerous accountancy and law firms and was a patron of the 2010 Ernst & Young “Entrepreneur of the Year” award program and was recently informed that he will be the 2017 Humanitarian Award recipient from the Forum 400. DESIGNATIONS/AFFILIATIONS: Singer is a Certified Financial Planner (CFP®), Certified Advisor in Philanthropy (CAP®), Registered Financial Consultant (RFC®) and is recognized by the Consumer Research Council of America as one of the country’s top financial planners. The “Who’s Who in Business” organization named Singer one of the top planners in the country. He is a former board member and past president and CEO of the prestigious Forum 400; the National Association of Insurance and Financial Professionals (NAIFA); the Million Dollar Round Table (MDRT) and the Association of Advanced Life Underwriters (AALU). A life member of the Top of the Table organization and a member of both the International Association of Financial Planners and Advisors in Philanthropy. Singer has served on the Board of Directors for the Jim Jacob Leukemia Research Fund and was a former president of the American Heart Association Children’s Heart Line (Los Angeles). INDUSTRY AWARDS/ACKNOWLEDGEMENTS: 2017: IARFC: Nominated for the Loren Dunton Memorial Award 2017: Forum 400: Humanitarian of the Year 2011: International Forum: The Sid Award 4266 Valley Meadow Road Encino, California 91436 Tel: 818.728.5961 Fax: 818.728.5965 Email: [email protected] Web: www.advisorconsultinggroup.com AUTHOR: In addition to having written dozens of articles in trade and consumer publications, Simon Singer has co-authored four books. Family Wealth Counseling: Getting to the Heart of the Matter covers a great deal of Singer’s personal point of view of how to effectively work with clients to help them reach their bottom line of how and on what they wish to accumulate and distribute their wealth. In 21st Century Wealth, Singer tracks how money has been traditionally earned, saved and spent, and what the well-to-do should consider when building and transferring an estate. Love, Money, Control: Reinventing Estate Planning is a book in which Simon Singer tutors the reader on how to reconsider and retool his/her approach to building and maintaining a personal and business-related estate. His most recent effort is titled Retire Abundantly. In the Journal of Financial Professionals, Singer co-authored an article with Bruce Givner, Esq. a prominent and highly successful tax attorney. A piece with a humorous spin, “All I Wanted Was a Shower,” was Singer’s ironic account of how he had to completely rebuild his house when all he set out to do was build a new shower, also bears his byline. Simon Singer was also a regular columnist for Hitched Media, which operates an online publication devoted to advice for married couples on the topics of lifestyle and finance. MEDIA: No stranger to broadcast media, Singer was also the host of the “Your Money” series on the business channel and also a hosted “Money Talks” on KDOC Radio. Singer has been quoted on newswire services such as Dow Jones and Reuters, and in various publications and on websites including the Huffington Post, E! Online, Private Wealth magazine, Registered Rep magazine, Wells Fargo Conversations and the Major Gifts Report newsletter. Singer has also ghostwritten a book due out early 2012 on the topic of using diversification to ensure fortunes for heirs. EDUCATION: College of Financial Planning – Denver, CO Estate and Wealth Strategies Institute at Michigan State University – Detroit, MI Laureate in Wealth Strategies at the Southern California Institute – San Diego, CA National Institute of Finance – San Diego, CA (Investment Planning, Income Tax Planning, Retirement Planning and Employment Benefits, and Estate Planning) PRESENTATIONS/SPEECHES: 2016: May • Tax Planning Institute Summit (Chicago, Illinois) August • American Tax Planning Institute Summit (San Francisco, California) November • InsMark Symposium (Henderson, Nevada) 2015: January • Scott Keffer International Boot Camp (Pittsburgh, Pennsylvania) • Forum 400 (Phoenix, Arizona) May • Crump Life Insurance Meeting (Las Vegas, Nevada) June • Crump Life Insurance Meeting (San Juan, Puerto Rico) September: • Tax Planning Institute Summit (Cleveland, Ohio) November • Tax Planning Institute Summit (Los Angeles, California) • InsMark Symposium (Henderson, Nevada) 2014: January • Forum 400 (Dallas, Texas) March • New First Financial Resources Spring Meeting (San Diego, California) June • Million Dollar Round Table Meeting (New York, New York) July • Scott Keffer International Mastery Classes (Chicago, Illinois) September • Top of the Table Meeting (San Francisco, California) November • Institute for Wealth Planning Conference (Chicago, Illinois) • InsMark Symposium (Henderson, Nevada) 2013: January • International Forum (Bonita Springs, Florida) February • The Gathering (San Diego, California) March • New First Financial Resources (Newport Beach, California) April • AIP (Las Vegas, Nevada) • Institute for Wealth Planning (Las Vegas, Nevada) July • Scott Keffer International Mastery Class (Chicago, Illinois) August • Forum 400, Study Group (Chicago, Illinois) November • InsMark Symposium (Henderson, Nevada) 2012: February • The Gathering (San Diego, California) April • New First Financial Resources (Newport Beach, California) • InsMark Marketing Meeting (San Francisco, California) • Advisors in Philanthropy (Las Vegas, Nevada) May • Scott Keffer International Bootcamp (Pittsburgh, Pennsylvania) • 2012 Crump Leaders’ Summit (Cabo San Lucas, Mexico) July • Scott Keffer International Mastery Class (Chicago, Illinois) October • Pacific Life Conference (Huntington Beach, California) 2011: February • Southern California Institute (San Diego, California) March • New First Financial Resources (La Quinta, California) April • InsMark Marketing Meeting (San Francisco, California) August • Forum 400 (Chicago, Illinois) • Purposeful Planning Institute (San Diego, California) September • Top of the Table (La Quinta, California) 2010: January • First Financial Resources (Orlando, Florida) February • Laureate Program (La Jolla, California) May • McGhee Group Conference (Chicago, Illinois) 2009: February • The Gathering (La Jolla, California) March • First Financial Resources (Orlando, Florida) July • Best Practices of America (Westwood, California) August • Laureate Program (La Jolla, California) September • National Financial Partners (Chicago, Illinois) October • First Financial Resources (Chicago, Illinois) November • Laureate Program (San Diego, California) 2008: May • NAILBA (Dallas, Texas) July • Best Practices Symposium (San Diego, California) August • Laureate Circle (La Jolla, California) September • Partners Financial (Chicago, Illinois) • Best Practices (San Diego, California) October • FFR Fall Meeting (Las Vegas, Nevada) • McGehee Group Meeting (Las Vegas, Nevada) • InsMark Symposium (Las Vegas, Nevada) PERSONAL HISTORY/BACKGROUND Simon Singer not only excelled in his adult career as a financial planning expert, he also has enjoyed a highly successful career as a youngster in radio and television and also as a star athlete. Singer was a seven-time world and national 4-Wall handball singles and doubles champion and in 1994 was inducted into the International Handball Hall of Fame. As an entertainer, Singer continues to perform radio and stage readings of famous television, film and radio shows of the 40s, and 50s in which he appeared. His most recent tour included the celebration of Lucille Ball’s 100th birthday, where he appeared in readings of some of the “I Love Lucy” iconic episodes. In 2011 alone, he performed in Seattle, Washington with the Radio Enthusiasts of Puget Sound, in New Jersey with Friends of Old Time Radio and in Los Angeles with the Society to Preserve and Encourage Radio Drama Variety and Comedy, and is due to perform at the Motion Picture Retirement Home in October. In all, Singer has performed in more than 2000 movie, radio and television shows—in the latter, he co-starred in several different network series including “Dagwood and Blondie” “The Jack Benny Show,” and “The Beulah Show.” Singer played various roles and performed alongside such legendary personalities as: Lee Aker, Eddie Albert, Gracie Allen, Eddie "Rochester" Anderson, Eve Arden, James Arness, Lionel Barrymore, Louise Beavers, William Bendix, Jack Benny, Edgar Bergen, Richard Beymer, Mel Blanc, Pam Britton, George Burns, Spring Byington, Eddie Cantor, Claudette Colbert, Bill Cosby, Richard Crenna, Mary Jane Croft, Bing Crosby, Scatman Crothers, Ruby Dandridge, Dennis Day, Patty Duke,
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