Beau Simon

Beau Simon has a diverse background ranging from working in wineries to financial planning. With a Bachelor of Science in Wine Business from California Polytechnic State University, Beau has worked in various roles including Winemaker's Assistant, Vintage Cellar Hand, and Analytical Laboratory Technician. Transitioning into the financial sector, Beau has held positions such as Financial Advisor and Senior Financial Advisor at companies like Personal Capital and Compound Planning. Throughout their career, Beau has demonstrated a commitment to providing personalized wealth management services and comprehensive financial planning to their clients.