Simon "Stuffy" Singer, CFP®, CAP®, RFC
He is the co-author of five books: “Twenty-First Century Wealth”; “Family Wealth Counseling – Getting to the Heart of the Matter”; “Love, Money, Control”; Retire Abundantly”; and “15 Biggest Tax Mistakes”. He is also a nationally acclaimed lecturer, giving numerous presentations each year.
Stuffy’s company, the Advisor Consulting Group, specializes in providing financial and estate planning assistance to clients of CPA firms and law firms. These firms specialize in executive/owner compensation and zero estate tax planning for wealthy individuals and closely-held businesses.
He is a member of several prestigious financial organizations: The International Association for Financial Planning, The Advisors in Philanthropy, and AALU. He is also a former Board Member and past President and CEO of the Forum 400, the preeminent association of financial service professionals. In 2017, Simon was awarded the Humanitarian of the Year honors presented by the Forum 400.