Michael Simon

Michael Simon: Email & Phone Number

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Financial Consultant at Fidelity Investments|Campbell, California, United States

Position:

Financial Consultant at Fidelity Investments

Location:

Campbell, California, United States

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Last updated: 2026-07-03
Updated: 2026-07-03

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Work Experience 7 years

Financial Consultant at Fidelity Investments

Aug 2025 - Current

Investment Consultant at Fidelity Investments

Sep 2024 - Aug 2025

Relationship Manager at Fidelity Investments

Jul 2023 - Sep 2024

Financial Representative at Fidelity Investments

Jun 2022 - Jul 2023

Department of Information Technology at Illinois Secretary of State

Jul 2020 - Sep 2020

Legal Assistant at Coghlan Law

Jun 2019 - Sep 2019

Michael Simon started working in 2019, then the employee has changed 2 companies and 5 jobs. On average, Michael Simon works for one company for 9 months.

Their professional focus is Communication, Problem Solving, and Research across 3 core areas.

Michael holds Certified Financial Planner (CFP), Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities, and Series 66 certifications.

Education

Bachelor of Science - BS at Santa Clara University

High School Diploma at Saint Ignatius College Prep

ISCTE - Instituto Universitário de Lisboa

Colegio San Ignacio Alonso Ovalle

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