Scott Race

Scott Race is an Investment Manager and 401(k) Specialist at Simon Financial Group, a fee-based financial-planning firm. According to his own LinkedIn account of his path, he began as a sociology major at Penn State University who was headed toward law school before he "found the investment world" — and rather than helping people as a lawyer, he redirected his career toward helping individuals and plan participants with their personal investments and retirement planning. He has been associated with Simon Financial Group for roughly two decades and is based in the Bala Cynwyd, Pennsylvania area.

Simon Financial Group was founded by Saul M. Simon, CFP®, CFS, a Certified Financial Planner with nearly 35 years in the industry, and operates under the "Simon Says®" brand. The firm's advisors are registered representatives of Lincoln Financial Advisors Corp. / Osaic Wealth, Inc. (broker-dealer, Member SIPC, and registered investment advisor). Its practice areas include private wealth management, retirement and estate planning, investment strategy, and corporate/employer retirement plans such as 401(k)s. The firm's published team also includes Robert E. Appel (Advanced Planning), Barbara P. Phipps (Director of Planning), David Quinlan, CFP®, and client-service staff. Scott Race's firm email uses the simoncap.com domain associated with the practice.

> Important accuracy note: The stub record describing Scott Race as an "Angel Investor" making "Seed Round" investments is not supported by any source found. All verifiable evidence shows he is a personal-investment and retirement-plan advisor at Simon Financial Group, not a startup/venture angel investor. No startup angel or seed-stage deals attributable to him could be located, and none are asserted here. The "angel/seed" classification appears to be an aggregator mislabeling, possibly conflating the firm with the unrelated venture firm "Simon Capital" (simoncapital.com), a Düsseldorf-based VC with no apparent connection to this person.

• His professional focus, as described on his LinkedIn profile, is helping individuals with personal investments and retirement planning — i.e., advising clients on portfolios and savings, not deploying angel capital into startups.
• As a 401(k) Specialist, his work centers on employer-sponsored retirement plans and participant investment management within Simon Financial Group's fee-based planning model.
• The broader firm positions itself around comprehensive, planning-led wealth management ("Simon Says®"): retirement income, estate, tax-aware, and investment planning for individuals and business owners.
• No stated startup-investing thesis, target check size, or stage preference exists in any source — consistent with a wealth-advisory rather than venture role.