William Roger Simon Jr

Bill helps business owners achieve financial freedom through legal strategies that maximize and protect their assets. As Chief Counsel at Sollertis, Bill works with his clients in the preparation of a Master Asset Protection Plan™ and, once created, manages a team of strategically selected Private Practice Attorneys who work with him to implement the plan and ultimately, to help his clients protect their assets and obtain financial freedom. Bill brings a business perspective to everything he does. As co-founder and managing partner of San Diego Law Firm, he guided the firm in its ascent to one of the 50 largest law firms in San Diego County, while maintaining outstanding ethics in the marketplace, as recognized by the Better Business Bureau (Torch Award Winner). San Diego Law Firm was also recognized as one of the Top 10 Best Places to Work and received recognition by the Mayor of San Diego for its commitment to recycling, and Bill personally was recognized as a “Most Admired CEO” by the San Diego Business Journal. In addition to his law firm management experience, Bill has owned and managed several businesses and is a licensed real estate broker. Over the years Bill has developed his personal clientele of successful business and real estate owners. To better serve his clientele, Bill leveraged his success and experience at San Diego Law Firm into Sollertis™, a new model of law firm created for the purpose of better serving the business, personal and investment needs of his most elite clientele. Bill grew up in San Diego and attended Grossmont High School and the University of San Diego. He is a graduate of Thomas Jefferson School of Law (formerly Western State University College of Law). Bill resides with his wife, Ione, and their three children. Bill’s interests include golfing, football, music and motorcycles.

Western State College of Law at Argosy University

Law Degree

Founder & Chief Counsel

Sollertis

2015 - Current

Sollertis is a law firm focused on helping you achieve financial freedom through asset protection strategies that protect your wealth and simplify the management of your related legal needs.

Managing Partner

San Diego Law Firm

1988 - Current

As managing partner of San Diego Law Firm, I have built a law firm that truly lives up to it's motto "Changing the way law firms do business." Because of values like our strong customer relations, effective legal services, and innovative business practices, San Diego Law Firm has been recognized by the BBB as a Torch Award Winner for Marketplace Ethics and one of the Best Places To Work in San Diego, to name a few.

Best Places to Work in San Diego

San Diego Business Journal

2012

The San Diego Business Journal and Best Companies Group have ranked San Diego Law Firm as one of the Best Places to Work in San Diego two years in a row.

Best Places to Work in San Diego

San Diego Business Journal

2011

The San Diego Business Journal and Best Companies Group have ranked San Diego Law Firm as one of the Best Places to Work in San Diego.

Most Admired CEO, Finalist

San Diego Business Journal

2011

Director's Recycling Award

City of San Diego

2011

This program recognizes businesses in San Diego who have successful waste diversion and recycling programs.

Torch Award for Marketplace Ethics

Better Business Bureau

2006

The BBB Torch Awards is an annual awards program to gain public recognition for businesses and organizations that maintain a solid commitment to conducting their business practices in an ethical fashion. Each year, companies of different sizes are selected by a panel of independent judges to receive a Torch Award for Marketplace Ethics.

California State Bar  # 135488

Member

1988 - Current

North Park Main Street

Board of Directors

2009 - 2010

Activities: Served on the board of directors for North Park Main Street, a community organization aimed at improving the small business community in the North Park neighborhood of San Diego.

California

Since 1988

• Credit Cards Accepted