Conquis Financial LLC
Financial ServicesView the employees at
Conquis Financial LLC-
Joshua Levine, CFP® Senior Advisor with Conquis Financial
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Top 10%
Adam Govani, CFP® Senior Financial Advisor at Conquis Financial-
San Francisco Bay Area
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Rising Star
Lodovica Maria Gonella Undergraduate student at Bocconi University-
Milan, Lombardy, Italy
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Rising Star
Katherine Simmonds, CFP® Founder and Principal of Conquis Financial LLC - Advisor to Top Tier Law Firm Partners-
Top 1%
Overview
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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