Trusted Financial Advisor

Ms Katherine A Simmonds CFP

Ms Katherine A Simmonds CFP

AdvicePeriod

1900 S Norfolk St Ste 350, San Mateo, CA

90% Trust Score
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Compensation
Fee Only
Min. Assets
$500,000
Languages
French, English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Investment Planning, Life Transitions, Retirement Planning, Social Security Planning, Wealth Management

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor