Skip to Main Content
Simon Tanner, Financial Advisor

FINANCIAL ADVISOR
Simon J Tanner

CFP®
11750 Katy Freeway Suite 760, Houston, TX 77079opens in a new window
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning

About Simon

I'm a financial advisor and a CERTIFIED FINANCIAL PLANNER™ professional for dedicated professionals, business owners and their executive management teams. Our clients deeply value the pursuit of financial freedom for themselves, their families and those they work with. They're committed to pursuing a work optional lifestyle, and above all, esteem generosity.

Our Established Process
We want to understand what's important to our clients. Using an established process, we build personalized strategies to help clients reach their goals. We then partner with clients throughout their lives to help keep them on track.

Your Goals
I use an established 5 step process to set client specific...

Work History

  • Edward JonesFebruary 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Deakin UniversityMasters

Team Members

  • Caroline Kim
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(281) 493-1555

Fax

(877) 420-8876

Office Address

11750 Katy Freeway Suite 760
Houston, TX 77079opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More