Katrina Soelter (BA, CFP®, MA)

Katrina Soelter focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- Divorce Planning
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- Divorce Planning
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
NAPFA Start Date
September 12, 2023