Charles (Chip) Simon, CFP®

Taconic Advisors, Inc.
(Main Office) 42 Catherine Street
Poughkeepsie, NY 12601
(845) 486-5039
(845) 625-1419

I act as a financial coach, helping my clients get their financial house in order and teaching them how to get on (and stay on) the path to financial security and peace of mind.
Personally, I wish that collaborative divorce had been in existence when my parents were divorced many years ago. Had it been, much acrimony and miscommunication could have been avoided.
I find that more positive outcomes are achieved by working with a skilled and supportive professional divorce team.

Collaborative Training

Year Training Type Instructor Hours

Areas of Practice

Practice Groups


Undergraduate Education Postgraduate Education
B.A. - Social Psychology, Colgate University (1974) M.S. - Accounting, New York University Graduate School of Business
Certified Financial Planning Certificate - Marist College

Professional Licenses

Professional Activities

Membership in Groups and Associations

Want to join our professional team?

Joining the Hudson Valley Collaborative Divorce and Dispute Resolution Association (HVCDDRA) provides attorneys, financial advisors and mental health professionals with training and support to enhance their Collaborative Practice. The HVCDDRA works to transform how conflict is resolved through Collaborative Practice. We encourage adoption of Collaborative Practice through community and networking, training and events and advocating public acceptance of Collaborative Practice.

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Collaborative Divorce