We found the following information about Katherine A Simmonds at Adviceperiod, where Katherine has worked as a Partner Advisor since 2016. Katherine's total work experience is over 30 years, during which time this expert had at least five jobs at different places to develop professional skills. Katherine studied at the Uc Santa Barbara. This professional has professional certification as Cfp® and the professional has studied English and French. Katherine A Simmonds can be found in Buffalo, Minnesota – where this expert is currently located. You can search for Katherine A Simmonds's contacts. We can also provide you with detailed contact information upon request.
Name variants:
Katharine Simmonds,
Kathryn Simmonds,
Kathrine Simmonds,
Kathrynne Simmonds,
Katrina Simmonds,
Kate Simmonds,
Kathie Simmonds,
Kathy Simmonds,
Katie Simmonds,
Katy Simmonds,
Kay Simmonds,
Katty Simmonds,
Kattie Simmonds,
Kit Simmonds,
Kitty Simmonds,
Kittie Simmonds,
Trina Simmonds
Last updated May 29, 2024
Contact Information
Last Update
Jul 11, 2022
Email
ka**@adviceperiod.com, ka**@sigadv.com
Location
Buffalo, MN
Company
Workplace
Colleagues
Work History
Partner Advisor
2121 Avenue Of The Stars SUITE 2400, Los Angeles, CA 90067
At AdvicePeriod, we think it's time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients f...
from Dec 2016
Director of Financial Planning, Cfpâ
2570 west El Camino Real STE 520, Mountain View, CA 94040
Director of Financial Planning. Created a planning platform for Stanford Investment Group, Inc. and implemented firm financial planning best practices. Creator of the Partner Advantage™ Fina...
Feb 2007 — Dec 2016
Director of Investment Planning, Cfpâ
100 Shoreline Hwy, Mill Valley, CA 94941
2001 — 2007
Registered Investment Advisor, Chfc - Client Practice
1295 State Street Ter, Springfield, MA 01109
Practice head prroviding financial and business insurance planning to business owners and affluent investors. Planned giving consultant to non-profit organizations and charitable trust speci...
1991 — 2001
Legislative Analyst, Financial Management Analyst
Legislative clearance and financial management with responsibilities for a number of U.S. governmental agencies and commissions.
1985 — 1990
Education
Occupations
Executive
Partner
Advisor
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Director
Financial Broker
Certified Financial Planner
Chief Executive
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Operations Manager
Puchasing and Estimating Manager
Financial Manager
Skills
Personal Financial Planning
Retirement Planning
Wealth Management Services
Investment Strategies
Financial Advisory
Estate Planning Strategies
Risk Management
Social Security Maximization
FAQs about Katherine A Simmonds
What's the profession of Katherine A Simmonds?
This professional's job is Partner Advisor
What are the main profession of The professional?
These person's professions are Executive and Partner
Where is Katherine A Simmonds located?
Katherine is currently located in Buffalo, Minnesota.
Does the expert have the email address?
ka**@adviceperiod.com and ka**@sigadv.com is Katherine A Simmonds's email address.
Where did Katherine A Simmonds work?
The professional worked at Adviceperiod, Stanford Investment Group, Inc..
What education does Katherine A Simmonds have?
Katherine studied at the Uc Santa Barbara.
Are there any professional certifications, that Katherine A Simmonds has?
Katherine A Simmonds received the following certifications: Cfp®.
What languages does Katherine A Simmonds speak?
Katherine A Simmonds speaks English and French.