Helen Simon

Helen K. Simon, CFP®, is on the faculty of Florida International Universityin Miami, where she teaches classes in financial management, risk management and international finance. She received a Master of Business Administration in 1999, a Doctorate of Business Administration with a concentration in Finance in 2005 from Nova Southeastern University and the CFP® designation from The College for Financial Planning in 1994. She is also the president of Personal Business Management Services, LLC, located in Fort Lauderdale, Florida. Simon has resided in South Florida since 1974 and has nearly 20 years of professional experience in the financial services and investment field.

Professional Activities

Besides being active in the academic community and the director of FIU's Capital Markets Lab, Simon has been the president of Personal Business Management Services, LLC, an investment advisory firm in Fort Lauderdale, since 1998. 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. Simon has more than 20 years of experience in the financial services industry. She is actively involved in research in the areas of market prediction models, behavioral finance and financial planning. She has presented papers at a variety of professional conferences and has authored publications 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.


Dr. Simon has lived in Fort Lauderdale since 1974. When not involved in financial activities, she enjoys spending time with her three four-legged "children", a Jack Russell Terrier and two cats. She enjoys reading, movies, yoga, cooking, wine tasting and hiking.

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