Katherine Simmonds, CFP<sup>&reg;</sup> - Financial Advisor

Katherine Simmonds, CFP®

Founder and Principal

Conquis Financial LLC

Conquis Financial LLC, 1 La Cruz Ave, Suite 202
Millbrae, CA 94030
FINANCIAL ADVISOR'S WEBSITE
(650) 651-3606 CONNECT WITH Katherine
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General

Katherine Simmonds is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Conquis Financial LLC in Millbrae, CA and the surrounding communities.

Financial Advisor Overview

Katherine A. Simmonds, CFP®, Partner at AdvicePeriod: With more than 25 years of experience she brings seasoned financial planning and investment advice to busy professionals and their families. She is known for her judgment, attention to detail, and responsiveness. Her exceptional service has made her the lead advisor to C-Suite executives, business owners and lawyers at some of the nation’s top law firms, and their families. Katherine believes that the foundation of a successful financial strategy is a comprehensive financial plan which serves as the basis for structuring portfolios, managing risk, and achieving goals.

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Financial Advisor Experience

Katherine was previously the Director of Financial Planning at a prominent Bay Area firm. Prior to that she ran a financial advisory practice with a major financial institution in the Washington, DC area. Earlier in her career she held several positions in the Federal government including at the Office of Management and Budget, Executive Office of the President. She is a CERTIFIED FINANCIAL PLANNER™, and holds a Master’s degree in Economics from George Washington University. Katherine is a wildlife and nature enthusiast. In her spare time she can be found birdwatching in the Sierra, leading public tours to see marine mammals on the California coast, hiking in a Redwood forest or traveling to other continents in search of wild places.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Married, Retirement, Life Planning, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources