Katherine Simmonds, CFP®
Founder and Principal at Conquis Financial LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
US
Languages
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English Native or bilingual proficiency
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French Limited working proficiency
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Credentials
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CFP®
CFP Board
Experience
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Conquis Financial LLC
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United States
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Financial Services
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1 - 100 Employee
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Founder and Principal
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Jun 2022 - Present
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AdvicePeriod
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United States
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Financial Services
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1 - 100 Employee
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Partner Advisor
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Dec 2016 - Jun 2022
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Stanford Investment Group, Inc.
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United States
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Investment Management
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1 - 100 Employee
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Director of Financial Planning, CFP®
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Feb 2007 - Dec 2016
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Cerity Partners
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United States
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Financial Services
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400 - 500 Employee
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Director of Investment Planning, CFP®
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2001 - 2007
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Registered Investment Advisor, ChFC - Client Practice
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1991 - 2001
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Legislative Analyst, Financial Management Analyst
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1985 - 1990
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Education
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The George Washington University
M.A., Economics -
University of Detroit Mercy
Bachelor of Arts (B.A.), Political Science -
Université d'Avignon et des Pays de Vaucluse
History, Philosophy, Political Science
Community
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