Simon Tschinkel arrived at Wealth Advisory Group with an extensive track record of success in media, marketing and technology, as well as several years of experience in the financial services industry. As a Financial Advisor at WAG’s Manhattan branch, he now leverages that experience to provide his clients with financial solutions designed to build wealth, maximize the value of their assets and enhance their quality of life - all while helping to protect their financial confidence.
To his core, Simon is passionate about helping his clients and their loved ones achieve positive financial outcomes – he genuinely wants to see the people in his reach their greatest potential. That’s why he believes so strongly in helping people protect what matters the most to them, and it’s also why he has spent every year since 2009 volunteering his free time to a non-profit economic empowerment mentoring program tailored for minority and immigrant communities in New York City.
A former digital media specialist himself, Simon works extensively with professionals from the Media, Marketing, Advertising and Public Relations sectors because he knows the unique stresses, challenges and opportunities common to those career choices. He enjoys working with start-ups and specializes in providing financial solutions to individuals approaching retirement.
Simon holds an undergraduate degree from Tulane University in Political Science and International Business plus a Master’s degree in Business Communications from The American University. In 2019 he was appointed by the Manhattan Borough President to serve on Community Board 5 representing midtown Manhattan.* Outside of working and volunteering, he can usually be found soaking up the cultural events in NYC. Simon loves to travel and is a frequent visitor to Colorado and Florida, where as a member of a local riding club competes as an amateur barrel horse racer.
Simon can be reached by email at Simon.Tschinkel@wagllc.com or by phone at 212-261-2113.
*Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #4100698