About My Practice
Katherine Simmonds is the Director of Financial Planning at Stanford Investment Group, Inc. She has more than 20 years of experience working with business executives, and high income earning professionals and has developed a comprehensive planning approach to meet their needs. Stanford Investment Group, Inc. advisers located in Mountain View, California are known for working with Silicon Valley executives, law firm partners, high income earning professionals, business owners and affluent families nationwide. In addition to years of experience creating financial plans and designing and managing client portfolios, the firm's wealth advisors bring unique specialties to bear in advising clients, including complex stock transactions and options planning as well as other "liquidity events", alternative investments, retirement planning, divorce planning, socially responsible investments, and other planning capabilities.
Katherine has more than 20 years of experience advising business executives and families. She works with people at all stages of life and careers--advising younger clients on saving for college, building a business, accumulating assets, exercising stock options, selling a business, making a career change and other family priorities. She also has lots of experience working with the older client who is transitioning to retirement or with families that have elder care needs. Prior to joining SIG, Katherine was the Director of Investment Planning at Brouwer & Janachowski, Inc. another Bay Area investment advisory firm. Before moving to the West Coast, she spent 10 years running a financial advisory practice in the Washington, DC area. 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. Katherine is a CERTIFIED FINANCIAL PLANNER™ and holds an M.A. in Economics from George Washington University and a B.A in Political Science from the University of Detroit. In her spare time, she volunteers as a docent naturalist at Ano Nuevo State Reserve, a seal rookery on the California coast.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Considerations: May charge asset management fee or hourly or retainer fee for planning and investment advice
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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