Katherine Simmonds
Founder and Principal at Conquis Financial LLC | Millbrae, California, United States
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Katherine Simmonds is a seasoned financial expert and the driving force behind Conquis Financial LLC, where she serves as Founder and Principal. With over 20 years of experience in financial planning and investment advisory, Katherine has honed her expertise in delivering tailored wealth management services to busy professionals, particularly lawyers, who often face unique financial challenges. Under her leadership, Conquis Financial LLC has established a reputation for providing comprehensive financial planning, asset monitoring, and portfolio management that aligns with the specific needs of its clients.
Katherine's commitment to excellence is evident in her hands-on approach to financial analysis and personal financial planning. She leads a dedicated team that specializes in crafting customized investment strategies and estate planning solutions, ensuring that clients not only grow their wealth but also protect their legacies. One of her key projects includes the development of the "Advice for Lawyers" initiative, which offers targeted financial guidance to legal professionals navigating the complexities of their careers and personal finances.
In addition to her role at Conquis Financial LLC, Katherine is passionate about educating her clients on risk management and social security maximization, empowering them to make informed decisions about their financial futures. Her leadership style fosters collaboration and innovation, enabling her team to stay ahead of industry trends and deliver exceptional service. With a strong focus on building long-term relationships, Katherine Simmonds continues to be a trusted advisor for her clients, guiding them through every stage of their financial journey.
Founder and Principal at Conquis Financial LLC in June 2022 to Present
Partner Advisor at AdvicePeriod in December 2016 to June 2022
Director of Financial Planning, CFP® at Stanford Investment Group, Inc. in February 2007 to December 2016
Director of Investment Planning, CFP® at Brouwer & Janachowski, Inc. in January 2001 to January 2007
Registered Investment Advisor, ChFC - Client Practice at Mass Mutual Financial Group in January 1991 to January 2001
Legislative Analyst, Financial Management Analyst at Office of Management and Budget, Executive Office of the President in January 1985 to January 1990
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Financial Analysis
Investment Management
Team Leadership
Portfolio Management
Personal Financial Planning
Retirement Planning
Wealth Management Services
Investment Strategies
Financial Advisory
Estate Planning Strategies
Risk Management
Social Security Maximization
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What is Katherine Simmonds email address?
Email Katherine Simmonds at [email protected]. This email is the most updated Katherine Simmonds email found in 2026.
What is Katherine Simmonds phone number?
Katherine Simmonds phone number is +14153090190 and +14243550232.
How to contact Katherine Simmonds?
To contact Katherine Simmonds send an email to [email protected]. If you want to call Katherine Simmonds try calling on +14153090190 and +14243550232. (updated on November 04, 2024)
What company does Katherine Simmonds work for?
Katherine Simmonds works for Conquis Financial LLC
What is Katherine Simmonds's role at Conquis Financial LLC?
Katherine Simmonds is Founder and Principal
What industry does Katherine Simmonds work in?
Katherine Simmonds works in the Financial Services industry.
Katherine Simmonds Email Addresses
Katherine Simmonds Phone Numbers
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