Katrina Soelter Email & Phone Number

Co-Founder and Co-CEO @ Avise Financial

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Katrina Soelter's Location

Los Angeles, CA, US

Katrina Soelter's Work

Co-Founder and Co-CEO @ Avise Financial
Vice President of Financial Planning @ Equalis Financial
Director, Wealth Management @ KCS Wealth Advisory, LLC

Financial Advisor @ Wells Fargo Advisors
Registered Client Associate @ Wells Fargo Advisors
4th Grade Teacher @ Aspire Public Schools Foundation
Teacher @ West Contra Costa Unified School District

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Katrina Soelter's Education

UC Berkeley
Bachelor of Arts (B.A.) (Philosophy and German)
2006 - 2010
Loyola Marymount University
Master of Arts (M.A.) (Reading Instruction)
2010 - 2012
UCLA Extension
Personal Financial Planning Certificate (Financial Planning and Services)
2014 - 2015

Katrina Soelter's Skills

Cleared Multiple Subject Credential
Strategic Lesson Planning
Analysis of Student Data

Curriculum Design
Teaching
Investing
Retirement Planning
Insurance Planning
Financial Scenario Building
Cash Flow Management

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Katrina Soelter's Summary

Katrina Soelter, based in Los Angeles, CA, US, is currently a Co-Founder and Co-CEO at Avise Financial, bringing experience from previous roles at Equalis Financial, KCS Wealth Advisory, LLC and Wells Fargo Advisors. Katrina Soelter holds a 2006 - 2010 Bachelor of Arts (B.A.) in Philosophy and German @ UC Berkeley. With a robust skill set that includes Cleared Multiple Subject Credential, Strategic Lesson Planning, Analysis of Student Data, Curriculum Design, Teaching and more, Katrina Soelter contributes valuable insights to the industry. Katrina Soelter has 2 emails on RocketReach.