Katherine Simmonds (CFP®, ChFC®)

Katherine Simmonds focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

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.

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 senior  positions in the Federal government, including at the Office of Management and Budget, Executive Office of the President. 

She is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and holds a Master's Degree in Economics from George Washington University.

 

Additional Information

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. 

NAPFA Start Date

June 08, 2018

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This Office

1900 S Norfolk St Ste 350 San Mateo, CA 94403-1171 Phone: (424) 355-0232