William Roger Simon Jr

William Roger Simon Jr

Bill helps business owners achieve financial freedom through legal strategies th
  • Estate Planning, Business Law, Probate...
  • California
Badges
Claimed Lawyer ProfileSocial Media
Summary

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.

Education
Western State College of Law at Argosy University
Law Degree
Professional Experience
Founder & Chief Counsel
Sollertis
- 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
- 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.
Awards
Best Places to Work in San Diego
San Diego Business Journal
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
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
Director's Recycling Award
City of San Diego
This program recognizes businesses in San Diego who have successful waste diversion and recycling programs.
Torch Award for Marketplace Ethics
Better Business Bureau
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.
Professional Associations
California State Bar # 135488
Member
- Current
North Park Main Street
Board of Directors
-
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.
Jurisdictions Admitted to Practice
California
Fees
  • Credit Cards Accepted
Practice Areas
  • Estate Planning
  • Business Law
  • Probate
  • Elder Law
  • Real Estate Law
Languages
  • English: Spoken, Written
Social Media
Websites & Blogs
Website
Website
Contact & Map
PO Box 5005 PMB#107
6105 Paseo Delicias, Suite 7
Rancho Santa Fe, CA 92067
USA
Telephone: (858) 771-0081
Fax: (858) 771-0086