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Katherine Simmonds, Cfp® Founder And Principal Email & Phone Number

Founder and Principal at Conquis Financial LLC

Location: Millbrae, California, United States 6 work roles 3 schools

1 work email found @adviceperiod.com 2 phones found area 424 LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 100%

Current company

Conquis Financial LLC

Role

Founder and Principal

Location

Millbrae, California, United States

Who is Katherine Simmonds, Cfp® Founder And Principal? Overview

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Quick answer

Katherine Simmonds, Cfp® Founder And Principal is listed as Founder and Principal at Conquis Financial LLC, based in Millbrae, California, United States. AeroLeads shows a work email signal at adviceperiod.com, phone signal with area code 424, and a matched LinkedIn profile for Katherine Simmonds, Cfp® Founder And Principal.

Katherine Simmonds, Cfp® Founder And Principal previously worked as Partner Advisor at Adviceperiod and Director of Financial Planning, CFP® at Stanford Investment Group, Inc.. Katherine Simmonds, Cfp® Founder And Principal holds M.A., Economics from The George Washington University.

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Email format at Conquis Financial LLC

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*@adviceperiod.com

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AeroLeads found 1 current-domain work email signal for Katherine Simmonds, Cfp® Founder And Principal. Compare company email patterns before reaching out.

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Profile bio

About Katherine Simmonds, Cfp® Founder And Principal

Lead the team at Conquis Financial LLC which provides financial planning and guidance, monitoring and supervision and portfolio management to our clients. I have more than 20 years of experience bringing seasoned financial planning and investment advice to busy professional clients. I specialize in working with lawyers and am the lead advisor to partners of some of the nation's top law firms.Investment advisory services offered through Conquis Financial, LLC a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

Listed skills include Personal Financial Planning, Retirement Planning, Wealth Management Services, Investment Strategies, and 4 others.

Current workplace

Katherine Simmonds, Cfp® Founder And Principal's current company

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Conquis Financial Llc

Founder and Principal

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Company profile

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6 roles · 42 years

Katherine Simmonds, Cfp® Founder And Principal work experience

A career timeline built from the work history available for this profile.

Founder And Principal

Current

Conquis Financial Llc

Lead the team at Conquis Financial LLC. Our team provides financial planning and guidance, monitoring and supervision of assets, and portfolio management services to busy professional clients and their families.We specialize in working with lawyers and other professionals and with clients needing comprehensive wealth management services.Creator of "Advice for Partners - Financial Planning Program" for top tier law firms designed to help lawyers at all stages of their careers.For law firm management and partners of law firms interested in receiving information about these specialized programs, please contact me.

Jun 2022 - Present

Partner Advisor

Adviceperiod

Los Angeles, Ca, Us

Provided specialized financial planning and investment management services to partners of top tier nationwide law firms at all stages of their careers - early stage, mid career, and nearing retirement.

Dec 2016 - Jun 2022

Director Of Financial Planning, Cfp®

Stanford Investment Group, Inc.

Mountain View, Ca, Us

Developed a planning platform for Stanford Investment Group, Inc. and implemented firm financial planning best practices.Creator of the Partner Advantage™ Financial Planning & Investment Program for top tier law firms designed to help lawyers at all stages of their careers.

Feb 2007 - Dec 2016

Director Of Investment Planning, Cfp®

Brouwer & Janachowski, Inc.

New York, Ny, Us

Developed a Financial Planning service for the firm. Investment Committee member and manager of client portfolios.

2001 - 2007 ~6 yrs

Registered Investment Advisor, Chfc - Client Practice

Mass Mutual Financial Group

Practice head prroviding financial and business insurance planning to business owners and affluent investors. Planned giving consultant to non-profit organizations and charitable trust specialist.

1991 - 2001 ~10 yrs

Legislative Analyst, Financial Management Analyst

Office Of Management And Budget, Executive Office Of The President

Legislative clearance and financial management with lead responsibilities for a number of U.S. governmental agencies and commissions.

1985 - 1990 ~5 yrs

3 education records

Katherine Simmonds, Cfp® Founder And Principal education

M.A., Economics

The George Washington University

Bachelor Of Arts (B.A.), Political Science

University Of Detroit Mercy

History, Philosophy, Political Science

Avignon Université

FAQ

Frequently asked questions about Katherine Simmonds, Cfp® Founder And Principal

Quick answers generated from the profile data available on this page.

What company does Katherine Simmonds, Cfp® Founder And Principal work for?

Katherine Simmonds, Cfp® Founder And Principal works for Conquis Financial LLC.

What is Katherine Simmonds, Cfp® Founder And Principal's role at Conquis Financial LLC?

Katherine Simmonds, Cfp® Founder And Principal is listed as Founder and Principal at Conquis Financial LLC.

What is Katherine Simmonds, Cfp® Founder And Principal's email address?

AeroLeads has found 1 work email signal at @adviceperiod.com for Katherine Simmonds, Cfp® Founder And Principal at Conquis Financial LLC.

What is Katherine Simmonds, Cfp® Founder And Principal's phone number?

AeroLeads has found 2 phone signal(s) with area code 424 for Katherine Simmonds, Cfp® Founder And Principal at Conquis Financial LLC.

Where is Katherine Simmonds, Cfp® Founder And Principal based?

Katherine Simmonds, Cfp® Founder And Principal is based in Millbrae, California, United States while working with Conquis Financial LLC.

What companies has Katherine Simmonds, Cfp® Founder And Principal worked for?

Katherine Simmonds, Cfp® Founder And Principal has worked for Conquis Financial Llc, Adviceperiod, Stanford Investment Group, Inc., Brouwer & Janachowski, Inc., and Mass Mutual Financial Group.

How can I contact Katherine Simmonds, Cfp® Founder And Principal?

You can use AeroLeads to view verified contact signals for Katherine Simmonds, Cfp® Founder And Principal at Conquis Financial LLC, including work email, phone, and LinkedIn data when available.

What schools did Katherine Simmonds, Cfp® Founder And Principal attend?

Katherine Simmonds, Cfp® Founder And Principal holds M.A., Economics from The George Washington University.

What skills is Katherine Simmonds, Cfp® Founder And Principal known for?

Katherine Simmonds, Cfp® Founder And Principal is listed with skills including Personal Financial Planning, Retirement Planning, Wealth Management Services, Investment Strategies, Financial Advisory, Estate Planning Strategies, Risk Management, and Social Security Maximization.

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