Bio
Philip Simoneaux, CPA, CFP® Director of Planning, Family Office Services Southeastern Freight Lines
Philip has almost two decades of experience in accounting & finance serving in both public accounting and private industry. His career has focused on providing financial and tax advisory services to closely held businesses and family wealth (trust, estate, and high net worth individuals). Philip is a graduate of the University of South Carolina and holds both Certified Public Accountant (“CPA”) and Certified Financial Planner™ (“CFP®”) accreditations. He calls Columbia, South Carolina home along with his wife Ashley, daughter Isla, and son Jackson. He believes in staying connected and giving back to the community through service and resources. In his free time, Philip enjoys spending time with his family and staying physically active.
Education, Credentials and Special Training
· Certified Public Accountant, licensed in South Carolina
· Certified Financial Planner™
· B.S., Accounting, University of South Carolina
Professional Affiliations
· American Institute of Certified Public Accountants
· South Carolina Association of Certified Public Accountants
Civic and Community Activities
· Board Member, South Carolina State Museum Foundation
· Former Chair, American Heart Association of the Midlands Heart Ball Executive Leadership Team
· Former Chair, Richland County Transportation Penny Advisory Committee
· Graduate, Greater Columbia Chamber of Commerce Leadership Columbia Program (2009 class)