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Katherine Simmonds

Katherine Simmonds

Partner Advisor

BIOGRAPHY

Katherine Simmonds is a Partner Advisor at AdvicePeriod.  She has more than 25 years of experience bringing seasoned financial planning and investment advice to busy professional clients and their families.

Among her specialties is providing a “financial concierge service”, customized to the needs of lawyers. After a decade of working with partners in top tier law firms across the country, she understands the demands lawyers face and their financial issues. She helps her clients build security at all stages of their careers and transition to retirement. Her unbiased perspective, attention to detail, and responsiveness have made her the lead advisor to partners of some of the nations’ top law firms.

Katherine was previously the Director of Financial Planning and the Director of Investment Planning for two Bay Area Registered Investment Advisory firms. 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™, a Chartered Financial Consultant (ChFC) and holds a Master’s Degree in Economics from George Washington University.

Katherine is an active 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 enjoys volunteering as a docent naturalist at Año Nuevo State Reserve, an elephant seal rookery on the California Coast, hiking in the Sierra Nevada, and birding around the world.

 

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