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1660 Lincoln Street, Suite 2620
Denver, CO 80264

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800-322-4237

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Designed & Carefully Built by The Smyth Group

Find financial planners who understand your goals, life stage, and planning needs.

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What is a Financial Planner?
Find a Financial Planner
Blog
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For Financial Planners

Financial Planner Login

Contact

1660 Lincoln Street, Suite 2620
Denver, CO 80264

[email protected]

800-322-4237

PlannerSearch^®

Designed & Carefully Built by The Smyth Group

Find financial planners who understand your goals, life stage, and planning needs.

Explore

What is a Financial Planner?
Find a Financial Planner
Blog
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For Financial Planners

Financial Planner Login

Contact

1660 Lincoln Street, Suite 2620
Denver, CO 80264

[email protected]

800-322-4237

PlannerSearch^®

What is a Financial Planner?Find a Financial Planner Blog Client Demographics Financial Planner Login

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Thesis Financial

Katrina Soelter

Founder, Financial Planner

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Burbank,CA

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Major Milestones

Buying a Home and Relocation
Career Changes or Job Loss
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Business Succession Planning
Cash Flow and Debt Optimization
Charitable Giving
Concentrated Stock and Diversification Planning
Cross-Border Planning

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CommissionCompensation earned from product or service sales, typically as a percentage of each transaction.
Commission and FeeCompensation includes both client fees and commissions; planners must disclose using “Commission and Fee.”
Fee OnlyAll compensation comes solely from client-paid fees, with no commissions or product-based payments.

Household Income

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1 matching planner

Search by Name

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ZIP CODE OR CITY

Languages

ASL
Cantonese
Dutch
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CFA®
CFP®Always included in PlannerSearch results.
ChFC®
CLU
CPA

Client Demographics

AAPI
Black Americans
Business Owners
Executives
GenX

Major Milestones

Buying a Home and Relocation
Career Changes or Job Loss
Caregiving for Aging Relatives
Compensation Changes
Death in the Family

Technical Skills

Business Succession Planning
Cash Flow and Debt Optimization
Charitable Giving
Concentrated Stock and Diversification Planning
Cross-Border Planning

Compensation

CommissionCompensation earned from product or service sales, typically as a percentage of each transaction.
Commission and FeeCompensation includes both client fees and commissions; planners must disclose using “Commission and Fee.”
Fee OnlyAll compensation comes solely from client-paid fees, with no commissions or product-based payments.

Household Income

$0-$50K
$50K-$100K
$100K-$250K
$250K-$500K
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$100K-$250K
$250K-$500K
$500K-$1M
$1M+

Meeting Preference

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