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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Jay Simon, CFP®

Senior Vice President

Jay Simon, CFP®

Senior Vice President

Location: North Hills
Phone: (724) 940-0990 x 1620

Jay Simon is a Senior Vice President and CFP® professional for Hefren-Tillotson, Inc. Jay joined Hefren-Tillotson in 1992 and is a shareholder of the privately-held firm.

Jay leads a dynamic team within Hefren-Tillotson called The Simon Group. The group specializes in financial planning and money management for entrepreneurs, business executives, retirees and professional athletes.

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Jay is highly motivated to help professional athletes and their families achieve financial independence for the many years that will come after the playing days are over. Hefren-Tillotson’s conservative approach to investing matches nicely to the needs of these young professionals. 

Jay has been selected as a FIVE STAR Wealth Manager. This award is given to wealth managers in Pittsburgh who satisfied key client criteria and scored the highest in client satisfaction. Jay Simon earned a Bachelor of Science degree in mathematics from Allegheny College and received a second bachelor’s degree in Mechanical Engineering from Columbia University. Jay earned the CFP® professional designation in 1996.

Born and raised in Beaver Falls, Pennsylvania, Jay has high community, family and spiritual values. The annual "Jay Simon Golf Classic" raises money for the "Norma L. Simon ALS Patient Equipment Fund," a fund named in memory of his mother created to provide current ALS patients with equipment not covered by insurance.

Jay, his wife, Jennifer, and their three children, Justine, Jonah and Jayne reside in the North Hills of Pittsburgh.

Jay is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Click the background of this investment professional on FINRA's BrokerCheck.

Jay's Upcoming Seminars

The Simon Group

Krisa EstermyerJan BarkerJohn MackieKris RodgersNanette ParaccaDana Zarnich
Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.