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Simon Reeves

TideRock Financial, LLC
Aliso Viejo, CA
Your Goals, Our Passion
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Meet Simon

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About Me - Simon Reeves
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What We Do Differently - Simon Reeves
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About TideRock Financial - Simon Reeves
Video Transcripts

Simon brings 20 years of investment experience to his role as Founder and Chief Executive Officer of TideRock Financial. He specializes in advising wealthy families and high-net worth individuals to help them achieve their long-term investment goals, including estate and heritage planning.

As a former Wall Street trader, Simon utilizes his unique investment insight to create globally diversified, tax-efficient portfolios based on solid academic research and an in-depth analysis of…

Simon brings 20 years of investment experience to his role as Founder and Chief Executive Officer of TideRock Financial. He specializes in advising wealthy families and high-net worth individuals to help them achieve their long-term investment goals, including estate and heritage planning.

As a former Wall Street trader, Simon utilizes his unique investment insight to create globally diversified, tax-efficient portfolios based on solid academic research and an in-depth analysis of economic, political, and social developments around the world. His clients include current and former professionals at the top of their respective fields, including CEOs, entrepreneurs, hedge fund managers, and attorneys.

Simon currently serves on the Board of Directors of Saddleback Memorial Foundation. As a member of the Board’s Investment Committee, he helps one of Orange County’s leading non-profit hospital systems to invest its substantial portfolio and further its mission. Simon is also a member of the New Majority California, a prominent group that is dedicated to promoting a fiscally responsible philosophy in government.

Prior to becoming an independent wealth manager, Simon was the Founder and President of his own options trading company on the floor of the American Stock Exchange in New York. There he generated significant profits utilizing risk-averse trading strategies, eventually expanding his company to include traders on the floors of the American Stock Exchange, Chicago Board of Trade and Philadelphia Stock Exchange. As a member of the American Stock Exchange from 1994 to 2002, Simon served as a market maker for some of the Exchange’s most active listings, including Yahoo, Intel, Phillip Morris, and others.
In addition to his options trading career, Simon has enjoyed being a part-time entrepreneur and venture capital investor. He is a formerly nationally-ranked chess expert and competitive backgammon player, and believes this understanding of game theory allows him to better assess the risk/reward equation inherent in every investment.

Born and raised in New York City, Simon holds a B.A. degree from the University of Michigan with an emphasis on global economics. He now enjoys living in Orange County, Calif. with his wife and three children.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Estate planning
Socially responsible investing

Experience with

Small business owners
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Education

Bachelors
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