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Ep. 8: Katrina, CFP, Financial Advisor with Wells Fargo Advisors

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When? This feed was archived on May 13, 2018 01:20 (6+ y ago). Last successful fetch was on April 03, 2018 13:40 (6+ y ago)

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Content provided by Kelsie Brunick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kelsie Brunick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Meet Katrina Soelter, CFP, Financial Advisor with Wells Fargo Advisors

Katrina grew up in Pasadena, CA. She received her undergraduate degree at UC Berkeley in Philosophy and German. During her time at Berkeley, she studied abroad in Germany for 6 months and was in the marching band. After graduation, she joined Teach for America and taught elementary school in Richmond, California for two years, during which time she received her MA from Loyola Marymount University.

Following her Teach for America commitment, she taught 4th grade in Oakland. Motivated by her interest in personal finance and her passion for helping individuals define and achieve the life they want, she changed careers and began working at Wells Fargo Advisors in 2013. She attended UCLA extension and received her Personal Financial Planning Certificate. She subsequently sat for the CFP® exam in November 2015, passed, and is a proud CFP® practitioner.

She enjoys exploring the different LA neighborhoods, reading a good book, finding local coffee shops, and giving back to her community. She volunteers as a mentor with the Fulfillment Fund and participates with the Financial Planning Association of Los Angeles, organizations that are close to her heart. She is a member of the Financial Planning Association of Los Angeles, the Cal Alumni Association, and an activator with SheEO.

Wells Fargo Advisors

Westwood Branch

10877 Wilshire Blvd., 17th Fl

Los Angeles, CA 90024

(310) 443-7591 Office

(310) 824-5214 Fax

Katrina.Soelter@wfadvisors.com

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, member FINRA/SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo and Company.

Connect with Katrina

https://twitter.com/ksoelter_wfa

https://www.linkedin.com/in/katrina-soelter-cfp®-72105472

http://www.zhswealthmanagementgroup.com/

  continue reading

36 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on May 13, 2018 01:20 (6+ y ago). Last successful fetch was on April 03, 2018 13:40 (6+ y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 185510727 series 1519742
Content provided by Kelsie Brunick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kelsie Brunick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
SoundCloud iTunes Google Play

Meet Katrina Soelter, CFP, Financial Advisor with Wells Fargo Advisors

Katrina grew up in Pasadena, CA. She received her undergraduate degree at UC Berkeley in Philosophy and German. During her time at Berkeley, she studied abroad in Germany for 6 months and was in the marching band. After graduation, she joined Teach for America and taught elementary school in Richmond, California for two years, during which time she received her MA from Loyola Marymount University.

Following her Teach for America commitment, she taught 4th grade in Oakland. Motivated by her interest in personal finance and her passion for helping individuals define and achieve the life they want, she changed careers and began working at Wells Fargo Advisors in 2013. She attended UCLA extension and received her Personal Financial Planning Certificate. She subsequently sat for the CFP® exam in November 2015, passed, and is a proud CFP® practitioner.

She enjoys exploring the different LA neighborhoods, reading a good book, finding local coffee shops, and giving back to her community. She volunteers as a mentor with the Fulfillment Fund and participates with the Financial Planning Association of Los Angeles, organizations that are close to her heart. She is a member of the Financial Planning Association of Los Angeles, the Cal Alumni Association, and an activator with SheEO.

Wells Fargo Advisors

Westwood Branch

10877 Wilshire Blvd., 17th Fl

Los Angeles, CA 90024

(310) 443-7591 Office

(310) 824-5214 Fax

Katrina.Soelter@wfadvisors.com

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, member FINRA/SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo and Company.

Connect with Katrina

https://twitter.com/ksoelter_wfa

https://www.linkedin.com/in/katrina-soelter-cfp®-72105472

http://www.zhswealthmanagementgroup.com/

  continue reading

36 episodes

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