Broker Check
Alan Simeon

Alan Simeon

Senior Vice President I LPL Financial Advisor

Alan Simeon brings a wealth of experience from his distinguished 30-year career in the investment industry, marked by roles at Franklin Templeton Investments and Eaton Vance Investments. With a background primarily in wholesale, Alan has cultivated invaluable insights working with major broker dealers such as Wells Fargo, LPL, Raymond James, and Ameriprise. His journey has been defined by a commitment to learning from the industry's best advisors and leveraging those experiences to enhance his own skill set.

Having observed a recurring theme among top firms during his tenure, Alan recognizes the value of genuine concern for advisor well-being, a commitment to collective growth, and the empowerment of individual strengths. This insight led him to transition strategically into the retail sector, drawn by Perennial Financial's distinctive approach prioritizing advisor care, fostering growth, and embracing collective collaboration.

Outside of his professional endeavors, Alan finds fulfillment in family life as a devoted husband to his loving wife Angie for 24 years and a proud father to their son, Aiden. An avid enthusiast of golf, kite surfing, and tennis, Alan also dedicates time to community service, volunteering with the Northern California Filipino Medical Society and participating in medical missions in the Philippines.

Alan's achievements extend beyond the boardroom, having graduated from UC Davis with a degree in International Relations, and consistently excelling in his wholesale career, earning recognition as Eaton Vance's Top Wholesaler in 2012 and receiving the Making a Difference Award in 2017 for his contributions to society. His commitment to excellence and community engagement has consistently placed him among the top performers in his field.

In joining Perennial, Alan is driven by a shared vision and commitment to growth, believing that success stems from a culture of collaboration among like-minded individuals. With his blend of professional expertise, personal passions, and philanthropic spirit, Alan embodies the values of integrity, dedication, and community that define his remarkable journey.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor. Perennial Investment Advisors, LLC and LPL Financial are separate entities.