Rena Simon

Financial Advisor

Financial guidance that fits your life, reflects your values, and supports your dreams.

State(s) Licensed: AK, AZ, CO, FL, IA, ID, ME, MN, MT, NC, ND, OR, SD, TX, VA, WI, WY

Phone: 218-998-2723

Address:

225 West Cavour Avenue
Fergus Falls, MN 56537

Financial guidance that fits your life, reflects your values, and supports your dreams.

State(s) Licensed: AK, AZ, CO, FL, IA, ID, ME, MN, MT, NC, ND, OR, SD, TX, VA, WI, WY

Proudly serving Central Minnesota and Eastern North Dakota

As a Financial Advisor, my mission is to help you make the most of your hard work and blessings—so you can live a life rich in meaning, gratitude, and generosity.

Financial decision-making is about more than numbers; it’s about empowering people to live with confidence and purpose. That’s why I make it a priority to deliver thoughtful guidance that reflects your unique goals and values.

Whether you're planning for retirement, navigating a life transition, or simply looking to make smarter financial decisions, I’m here to help. My approach is rooted in clarity, compassion, and collaboration. I enjoy helping individuals and families get organized, invest wisely, minimize taxes, and protect what matters most.

I’m based in downtown Fergus Falls and licensed to serve clients virtually across multiple states. I’m also passionate about supporting local organizations and would love to learn more about the causes that matter to you. If there’s a mission close to your heart, I’d be honored to attend a meeting as your guest.

When I’m not working with clients, I’m usually cheering on my kids at their events, coaching girls’ hockey, or working on home projects with my husband. I love being outside whenever I can, whether it’s walking in the woods, gardening, or just soaking up the sun at the lake. These everyday moments remind me why I do what I do: to help others build a life full of purpose, connection, and joy.

Let’s connect and explore how we can build a financial plan that supports your vision for the future.

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Location

Fergus Falls Office

Fergus Falls Office

Phone:: 218-998-2723

Hours

M – F: 9 a.m. – 5 p.m.

Address

225 West Cavour Avenue
Fergus Falls, MN 56537