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Your financial guardians.

Giving you Competent Careful Continuous Caring Comprehensive financial advice.

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We help people like you
conquer their financial goals

ONGOING PLANNING AND GUIDANCE

  • Preparing for retirement
  • Implementing tax strategies
  • Multi generational planning
  • Projecting cash flows

OVERSIGHT AND SUPERVISION

  • Attending to full balance sheet
  • Assessing risk
  • Overseeing non-managed assets

PORTFOLIO MANAGEMENT

  • Allocating assets appropriately
  • Rebalancing to benchmarks
  • Utilizing tax efficient techniques

Helping you express your values

About Conquis

We have a variety of investment techniques, managers, tools, and organizations across the spectrum of ESG investing, charitable giving, and direct indexing to help you express your values and goals.  Please contact us to inquire about how we can work with you to build these interests into your financial planning and investment strategy.

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ESG INVESTING

Through sub-advisory relationships, you can tilt your investments towards companies that align with your values through securities that have ESG investment strategies.

CHARITABLE GIVING

Support causes that are important to you while taking advantage of tax benefits.

DIRECT INDEXING

Through sub-advisory relationships, you can track an index while eliminating companies that don’t reflect your beliefs.

Our Story

Conquis

[kong-kwiss]

Conquis, or “hard earned” in French, symbolizes our belief that financial success is achieved by deliberate and diligent planning over time. Success is most often hard-won. Having a financial plan is the foundation of wealth management. It’s more than managing investments. We’ve developed a planning methodology that helps you conquer emotional obstacles to your financial success. Conquis will be here for the long haul as your partner, coach and guardian.

Client-focused

Our high advisor to client ratio enables us to be responsive, focused, and committed to your short- and long-term financial goals. We are selective - we hope you are too.

Full-Service

We provide an array of services and will guide you on whatever path your financial journey takes. We will tailor services to meet your needs - just ask!

Knowledgable

We have decades of experience working with our clients through all stages of their careers and into retirement. We are competent guides here to help you conquer your financial goals.

Experienced

Working through numerous economic and market cycles has helped us develop steadfast rules to assist us in protecting our clients' wealth. We are conscious, careful, and prudent with our strategy.

Meet the team

Katherine Simmonds, CFP®

Founder + Principal

I’m a financial coach who will educate, support and steer you through the obstacles that keep you from making tough financial decisions.

About Katherine

I have more than 30 years of experience bringing seasoned financial planning and investment advice to busy professional clients and their families. 

Formerly I was a Partner Advisor at AdvicePeriod and ran the San Francisco office.  As both a Director of Investment Planning and a Director of Financial Planning for two Bay Area Registered Investment Advisory firms, I bring years of experience in investing and financial planning. Earlier in my career, I held several senior positions in the Federal government, including at the Office of Management and Budget, Executive Office of the President. 

I am a CERTIFIED FINANCIAL PLANNER™ and hold a Master’s degree in Economics from George Washington University.  I’m an active member of the San Francisco Financial Planning Association, the San Francisco Bar Association, and the San Francisco Estate Planning Association.

Among my specialties is providing a “financial concierge service”, customized to the needs of lawyers. After almost two decades of working with partners in top tier law firms across the country, I understand the demands lawyers face and their financial issues. I consult with hundreds of law firm partners across the country from West Coast to East Coast.

In my spare time, I enjoy volunteering as a docent naturalist at Año Nuevo State Reserve, an elephant seal rookery on the California Coast, hiking in the Sierra Nevada, and birding around the world.

About Katherine

Jacob Levy, CFP®

Wealth Advisor

I enjoy helping clients navigate their most important financial decisions. I bring to Conquis more than 20 years of investment experience analyzing financial markets.

About Jacob

I enjoy helping clients navigate their most important financial decisions. I bring to Conquis more than 20 years of investment experience analyzing financial markets. As a CERTIFIED FINANCIAL PLANNER™, I have the knowledge and experience to help clients develop financial strategies that align with their goals.

My career has included senior positions at several wealth management firms, and as an investment specialist at the American Red Cross. Most recently, I was a Portfolio Strategist at a large international investment company where I guided asset allocation decisions. My specialty as a Portfolio Strategist gives me insight into managing client portfolios and customizing them to specific client needs.

I am originally from San Francisco and live in Berkeley with my wife and two young boys. In addition to my CFP(r) Certification, I hold an MBA from MIT Sloan School of Management and a B.S. in Economics from the University of California at San Diego.

About Jacob

Brie Ford, CFP®

Wealth Advisor

I am dedicated to helping clients navigate their financial paths with confidence. My passion lies in providing clarity and structure, ensuring that every client has a personalized roadmap tailored to their financial goals.

About Brie

I am dedicated to helping clients navigate their financial paths with confidence. My passion lies in providing clarity and structure, ensuring that every client has a personalized roadmap tailored to their financial goals.

I am a CERTIFIED FINANCIAL PLANNER™ professional devoted to helping clients navigate their financial paths with confidence. I specialize in simplifying complex financial topics and empowering clients to make informed decisions about their future.

Before joining Conquis, I worked at a wealth management firm in the Bay Area, assisting clients with financial planning and wealth management strategies. Prior to that, I was a banker at a large regional bank, where I developed expertise in banking, client service, and tailored financial solutions.

I hold a Bachelor of Science in Business Administration (BSBA) with a focus in finance from California State University, East Bay, where I built a strong foundation in finance and business management.

I’ve been a Bay Area resident for 15 years and reside in Berkeley with my husband and two daughters. Outside of work, I enjoy exploring the local community, spending time with my family, and staying active outdoors.

About Brie

Our Sub-Advisor Relationships

Our sub-advisors provide economic and market insight; ETFs, Mutual Funds, Separately Managed Accounts (SMAs); and Portfolio reviews.

Dimensional and the Dimensional logo are registered trademarks of Dimensional Fund Advisors LP. Conquis Financial LLC is independent of Dimensional, Vanguard and any other Fund company.

We meet you where you are

Wherever you are on your financial flight path, we strive to make sure you land safely.

Let's talk

Start conquering your financial goals today.

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. Information presented is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. For additional information on the CFP®, please refer to their website at www.cfp.net.

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