PARTNER ADVISOR

Katherine A. Simmonds, CFP®

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. In recent years, she has specialized in advising lawyers. She is the creator of “Advice for Partners”, a financial planning program specifically designed to help law firm partners build financial security at all stages of their careers.

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™ 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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