Honorary Volunteer Coordinator
Mr. Simon Chu is the founder and Regional Vice President of Cornerstone Financial Strategies Inc. After he earned his Master’s Degree from Hofstra University in Long Island, Simon started his career in insurance and financial services and worked as a district leader at Primerica Financial Service, a member of CITI Group.
He has been helping mature and senior investors for many years to take control of their financial futures. His expertise is integrating investment portfolios with taxation strategies. Simon’s outstanding contributions and achievements in the field of financial services have earned him recognition by Who’s Who world wide edition.
Simon coordinates and hosts events and seminars on Risk Management, Retirement Investments and Estate Planning for seniors and non-profit organizations in New York, New Jersey and Pennsylvania. Over the years, he has gained experience and skills of organizing and managing special events and catering them to the audience. His flawless precision and attention to detail has helped contribute to his success.