also known as Bill Simon, William R. 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.
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Chat withState: California
Acquired: 1988
No misconduct found
16950 Via De Santa Fe, Suite 5060-160, Rancho Santa Fe, CA, 92067
Showing 1 - 3 of 3 client reviews from Avvo
Posted by Robb | September 25, 2012
Bill Simon and John Masnica over at San Diego Law Firm are a pleasure to work with - they set us up on a fixed fee monthly plan that our tech startup could afford. They competently got us set up with our Corporation filing papers, logo trademark, service agreements, etc. We're now working on several ...
Posted by Carson | September 25, 2012
I was referred to Bill Simon by a doctor in Charlotte, NC that had used Bill's legal services for his business in San Diego. He was extremely pleased with the legal work that Bill had done for his business. I originally had another attorney handling the settlement of an estate that I am the exe...
Posted by anonymous | September 24, 2012
Bill is the Managing Partner at San Diego Law Firm, the law firm in San Diego my business used to incorporate our company. Since then him and his staff have helped with many other aspects of protecting our business. If you have the chance to be in a meeting with Bill you will see how passionate he i...
"I wholeheartedly endorse Bill Simon. I have worked with him as co-counsel and am delighted with the care and expertise he provides to clients. Bill is a trusted and experienced attorney in the Southern California area. Whether you are in need of a simple update to your existing planning, or have complex estate and business planning needs, Bill will provide you with excellent advice, service and support."
"It is my privilege to endorse Bill Simon. He is trustworthy and compassionate with his clients. He is an absolutely asset to the legal community."
"Since Bill and I began working together in 2009, I have learned so much about not only the practice of law, but also how to be a good, honest attorney. Bill goes above and beyond for all his clients and co-workers alike. His positive attitude and hunger to accomplish more for his clients is infectious. I am so proud to call Bill Simon a co-worker and a friend."
"Bill Simon is one of the most well known and respected attorneys in San Diego. He works extremely hard for his clients and gets amazing results. I refer all my business, real estate, and civil cases to his firm. San Diego Law Firm is a first class firm. If you choose to hire Bill you will get great service and a great result."
Trusts lawyer
2012
Best Places To Work, San Diego Business Journal
2011
Best Places To Work, San Diego Business Journal
2011
Most Admired CEO (Finalist), San Diego Business Journal
2011
Director's Recycling Award, City of San Diego
2006
Torch Award for Marketplace Ethics, Better Business Bureau
2015 - Present
Founder & Chief Counsel, Sollertis
1988 - Present
Managing Partner, San Diego Law Firm
1987
JD - Juris Doctor
1985
BA - Bachelor of Arts
English