Kate Guillen

Partners with financial advisors to streamline workflows, integrate technology, scale teams, and improve the client experience.

Role: Founder at Simplicity Ops
Location: Carlsbad, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Founder
Simplicity Ops
Dec 2019 — Present · San Diego, CA, US
Greater San Diego Area

Contact information

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Work email
•••••@simplicityoperations.com
Personal email
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Current company

Simplicity Ops

Investment Management · 7 employees · Founded 2019 · San Diego, California, United States

Simplicity Ops partners with Financial Advisors to build profitable, scalable, and client-focused practices. At Simplicity Ops, we specialize in helping financial advisors streamline operations, optimize workflows, and integrate technology to deliver exceptional client service and create sustainable profitability. Our tailored approach focuses on auditing processes, building systems and workflows, educating users and empowering teams to thrive. Whether you’re looking to optimize your CRM, enhance client service experience, or simplify day-to-day operations, Simplicity Ops provides the tools, strategies, and expertise to take your practice to the next level!

simplicityoperations.com

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Experience

Founder

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