Katherine Simmonds, Cfp® Founder And Principal Email and Phone Number
Katherine Simmonds, Cfp® Founder And Principal work email
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Katherine Simmonds, Cfp® Founder And Principal personal email
Katherine Simmonds, Cfp® Founder And Principal phone numbers
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.
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Founder And PrincipalConquis Financial Llc Jun 2022 - PresentLead 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.
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Partner AdvisorAdviceperiod Dec 2016 - Jun 2022Los Angeles, Ca, UsProvided 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. -
Director Of Financial Planning, Cfp®Stanford Investment Group, Inc. Feb 2007 - Dec 2016Mountain View, Ca, UsDeveloped 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. -
Director Of Investment Planning, Cfp®Brouwer & Janachowski, Inc. 2001 - 2007New York, Ny, UsDeveloped a Financial Planning service for the firm. Investment Committee member and manager of client portfolios. -
Registered Investment Advisor, Chfc - Client PracticeMass Mutual Financial Group 1991 - 2001Practice head prroviding financial and business insurance planning to business owners and affluent investors. Planned giving consultant to non-profit organizations and charitable trust specialist.
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Legislative Analyst, Financial Management AnalystOffice Of Management And Budget, Executive Office Of The President 1985 - 1990Legislative clearance and financial management with lead responsibilities for a number of U.S. governmental agencies and commissions.
Katherine Simmonds, Cfp® Founder And Principal Skills
Katherine Simmonds, Cfp® Founder And Principal Education Details
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The George Washington UniversityEconomics -
University Of Detroit MercyPolitical Science
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Avignon UniversitéPolitical Science
Frequently Asked Questions about Katherine Simmonds, Cfp® Founder And Principal
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 the current company?
Katherine Simmonds, Cfp® Founder And Principal's current role is Advisor to Top Tier Law Firm Partners.
What is Katherine Simmonds, Cfp® Founder And Principal's email address?
Katherine Simmonds, Cfp® Founder And Principal's email address is ka****@****iod.com
What is Katherine Simmonds, Cfp® Founder And Principal's direct phone number?
Katherine Simmonds, Cfp® Founder And Principal's direct phone number is +142428*****
What schools did Katherine Simmonds, Cfp® Founder And Principal attend?
Katherine Simmonds, Cfp® Founder And Principal attended The George Washington University, University Of Detroit Mercy, Avignon Université.
What are some of Katherine Simmonds, Cfp® Founder And Principal's interests?
Katherine Simmonds, Cfp® Founder And Principal has interest in Environment.
What skills is Katherine Simmonds, Cfp® Founder And Principal known for?
Katherine Simmonds, Cfp® Founder And Principal has skills like Personal Financial Planning, Retirement Planning, Wealth Management Services, Investment Strategies, Financial Advisory, Estate Planning Strategies, Risk Management, Social Security Maximization.
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