Chfc® Simmons

Chfc® Simmons is a Portfolio Manager at Trajan Wealth LLC in Phoenix, AZ, where she oversees client investment strategies and manages custom portfolios with a focus on core capital preservation, stability, and tax efficiency. Her responsibilities include designing diversified investment allocations and providing fiduciary advice tailored to individual client goals, from wealth accumulation to retirement and estate planning. Simmons leverages her expertise in advising high-net-worth individuals on asset management and financial planning.

Simmons specializes in investment management across a range of asset classes, with particular attention to tax-efficient portfolio construction, long-term security, and protection against economic disruptions. While her practice encompasses broad sectors, her focus includes private equity, tax-advantaged investments, and solutions for clients experiencing sudden increases in net worth. Through her role at Trajan Wealth and prior experience at LUX Wealth Planning, she has developed deep knowledge in serving affluent individuals and families.

She holds an MBA in Business Administration, Finance, and Management/Operations, a BS in Business Administration, and a BA in Spanish Language and Literature from Webster University, along with advanced studies in foreign languages and law from Universidad Nacional de Cuyo and Saint Louis University School of Law. Simmons is distinguished as a Chartered Financial Consultant® (ChFC®), underscoring her advanced skill set in financial planning, investment optimization, and addressing complex estate and tax concerns for clients. Her career background also includes leadership experience at American Express, and she is recognized for her transparent, client-first approach as a fiduciary advisor.