Certified financial planner and professor

Resides In

Fort Lauderdale, Florida


Nova Southeastern University


  • 20+ years of experience in the financial services and investment industry and as a certified financial planner
  • Founder and president of PBMS LLC, a retirement planning and management services firm for individuals and businesses nationwide
  • Professor and author of research articles on market prediction models, behavioral finance, and financial planning


Helen Simon has over 20 years of professional experience in financial services and investment. She is a certified financial planner, president of her company Personal Business Management Services LLC (PBMS), located in Fort Lauderdale, Florida, and a professor at Florida International University, where she teaches financial management, risk management, and international finance.

Helen established PBMS in 1998, which provides retirement planning and management services to individuals and small businesses nationwide. She also serves on the Certified Financial Planner board of examiners as a content specialist and is a member of the Financial Management Association and the Financial Planning Association.

Helen researches market prediction models, behavioral finance, and financial planning and is an often-invited speaker at professional conferences. Her research articles have appeared in the Journal of Financial Planning, the Journal of Applied Management and Entrepreneurship, the International Review of Research in Open and Distance Education, and the Business, Education, & Technology Journal.


Helen earned her Master of Business Administration and her Doctor of Business Administration in finance at Nova Southeastern University. Helen is also a certified financial planner (CFP).