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Katrina Soelter

CO-Founder and CO-CEO at Avise Financial
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About Katrina Soelter

Katrina Soelter is CO-Founder and CO-CEO of Avise Financial based in Los Angeles, CA, US. Previously worked at KCS Wealth Advisory, LLC as a Director, Wealth Management. Avise Financial is a Software, Financial Software company in Los Angeles, CA, US with 3 employees.

Katrina Soelter has 16 years of professional experience, with an average of 3 years per position throughout their career. Their recent employment history shows 2 changes in the past 3 years, with medium job stability. they do not have Fortune 500 company experience.

Katrina Soelter holds a degree from UCLA Extension, with 11 years since graduation. Their career does not include experience at a global enterprise, with a base location in Los Angeles Metropolitan Area, us.

Katrina Soelter Social
Katrina Soelter Work
Katrina Soelter have been working for 16 years. Currently Katrina Soelter is the CO-Founder and CO-CEO @Avise Financial, with experience in Vice President of Financial Planning @Equalis Financial
CO-Founder and CO-CEO
Nov 2023 - Present · 1 years and 7 months
Vice President of Financial Planning
Jul 2023 - Present · 1 years and 11 months
Director, Wealth Management
Apr 2019 - Jul 2023 · 4 years and 3 months
About Katrina Soelter's Current Company
2-10 Employees

Avise Financial, operates from its headquarter in Los Angeles, CA, US. The company operates in the Software, Financial Software sector.

Avise Financial specializes in Supporting independent financial advisory firms, Launching and running Registered Investment Advisors (RIA), and offers services including Platform for starting and operating independent firms, Matching service for finding financial advisors.

Avise Financial has hired 1 new employees in the past 6 months..

Year Founded
N/A
Social Media
Linkedin
Primary Industry
Software, Financial Software
HQ Location
Los Angeles, CA, US
Expertise
Supporting independent financial advisory firmsLaunching and running Registered Investment Advisors (RIA)
Solutions
Platform for starting and operating independent firmsMatching service for finding financial advisors
Keywords
Independent AdvisoryRiaRegistered Investment AdvisorAdvisor SupportAdvisor PlatformInvestment AdvisoryPractice ManagementWealth ManagementFinancial ServicesBusiness Support
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Katrina Soelter Education

Katrina Soelter completed at UCLA Extension (2014 - 2015) , at UCLA Extension (Present) , etc

UCLA Extension
Personal Financial Planning CertificateFinancial Planning and Services
2014 - 2015
UCLA Extension
Financial Planning and Services
Present
Loyola Marymount University
M.A.
Present
More About Katrina Soelter
Language
English, German

Katrina Soelter Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Katrina Soelter found in 2025.

  • Email AddressK**@avisefinancial.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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