Katrina  Soelter,  CFP<sup>&reg;</sup> - Financial Advisor

Katrina Soelter, CFP®

Founder, Financial Planner

Thesis Financial

40 E Verdugo Avenue
Burbank, CA 91502
FINANCIAL ADVISOR'S WEBSITE
(323) 201-7399 CONNECT WITH Katrina
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General

Katrina Soelter is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Thesis Financial in Burbank, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: CA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Women's Finances

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