Simona Popa

Simona Popa

Office Manager

Office: (602) 610-3667
E-mail:
 

Simona Popa serves as our Officer Manager and Assistant to Scott Sorum. Simona contributes to our team with over 10 years of Escrow Officer experience having helped many clients successfully navigate complex financial real estate transactions. She rapidly advanced through the ranks from a receptionist to Escrow Officer by focusing on the client, building relationships, handling their needs, and taking initiative to learn quickly. She is a well experienced entrepreneur having started and operated Autumn Glen Elderly Care, an assisted living facility in North Phoenix for over 7 years where she managed all the administrative, compliance and care for elderly residents in her facility. She enjoys getting to know clients of Premier Southwest Planning Group. Her role is to be client focused and helping with the operational and administrative side of our planning practice. Simona enjoys learning about our clients and their goals and has been an excellent resource in assisting and ensuring the successful processing of transactions both on the Advisory and Insurance side. Simona was born and raised in Southern California and currently resides in Phoenix. She is married to Cristian, her husband, of almost 20 years, and a mom to three children.

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Check the background of this financial professional on FINRA's BrokerCheck