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James Simon, CPA, CFP®

President, Financial Advisor

James is the Founder and President of Renew Wealth Management, located in the Washington, DC metro area. He has an extensive background in comprehensive wealth management with particular depth in tax, investment, retirement and multi-generational planning. He has worked in the investment management industry for more than 18 years. He was a Vice President - Financial Consultant for 13 years at a Fortune 500 financial firm where he advised and managed $1.4 billion in client assets and previously served as Director - Financial Planner for a Multi-Family Office firm assisting ultra high net worth families.

As an Iraq War veteran, James has held various leadership and intelligence positions during his more than 20 years of service as a US Army Military Officer in the Army National Guard. Throughout his career, he has been mobilized to support humanitarian and regional natural disaster emergency responses, as well as to provide assistance to federal law enforcement agencies including US Capitol Police Command following the attack at the US Capitol on January 6th 2021. His final assignment was with the White House Military Office, where he worked within the Executive Office of the President of the United States, providing support to the Council of Economic Advisers and the National Security Council.

James is deeply committed to giving back to his community, particularly in supporting Veterans. He actively volunteers with several Veterans organizations, passionately advocating for improved treatment of Veterans grappling with Post-Traumatic Stress Disorder (PTSD). James also dedicates his time to mentoring Veterans who are navigating the challenging transition from military service to civilian life, offering guidance and support. Additionally, James is devoted to promoting financial literacy among youth in the DC Metro area, empowering them with the knowledge and skills necessary to make informed financial decisions and secure their future.

As a seasoned global traveler with over 60 countries in his adventure portfolio, he delights in the challenges of golf (his handicap notwithstanding), revels in the rhythms of Latin dancing, and deeply values the precious time spent with his family. James is a native of Jacksonville, FL.

Education

Master of Liberal Arts, Management
Graduate Certificate, Real Estate Investment
Master of Science, Personal Financial Planning
Bachelor of Arts, History
Signal Officer Basic Leaders School
US Army Air Defense Artillery Advance Career School
Command and General Staff College

Certifications and Licenses

Chartered Financial Analyst Level III Candidate
Certified Financial Planner Professional
Certified Public Accountant (DE Licensed)
Series 7, Series 9, Series 10, Series 66
Life, Health and Annuities Insurance