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Katherine Simmonds

Katherine Simmonds

Partner Advisor


Katherine Simmonds is a Partner Advisor with AdvicePeriod. For more than 20 years she has advised busy professionals on financial and investment planning. Katherine specializes in working with attorneys, including many partners of the nation’s top law firms.

Prior to joining AdvicePeriod, Katherine most recently spent a decade with Stanford Investment Group. As Director of Financial Planning, she built a financial concierge program that has helped hundreds of law firm partners at various stages of their careers.

Katherine earned her BA from the University of Detroit and MA in economics from The George Washington University. In addition to being a Certified Financial Planner, Katherine also holds the Chartered Financial Consultant® designation, is a member of the San Francisco Financial Planning Association, the San Francisco Bar Association and the San Francisco Estate Planning Association. In her spare time she volunteers as a docent naturalist at Año Nuevo State Reserve, an elephant seal rookery on the California Coast.