Contact directory profile

Katherine Sojo


Senior Financial Advisor & Principal Evensky & Katz / Foldes Wealth Management
Access Contact Details

Katherine Sojo's Contact Information

Email (work) ************* evensky.com
LinkedIn URL linkedin.com/in/katcen jo-131sor
Position Evensky & Katz / Foldes Wealth Management
Residence United States, Florida, Miami
Last updated 2023-07-08
Remove my information

Access Contact Details


Financial Advisors help clients achieve their financial goals, such as mortgages or retirement, by providing consultation, offering advice on investments and creating financial plans.
Financial Advisors go by various other titles, such as Personal Financial Advisor, Investment Advisor, Financial planner, and many more.
Upgrade your e-mail campaign with a collection of verified e-mail addresses for Financial Advisors across the globe. Our services can refine your search to fit your desired specifications.
Contact Financial Advisors like Katherine Sojo






Katherine Sojo's current details

Current Title
Senior Financial Advisor & Principal
Type of Role
Financial Advisor
 just 0.1% from United States work as a Financial Advisor
Job functions
Consulting, Finance and Operations
Job Seniority
Non Management
  74% from United States are employed in Non Management
Current Industry
Asset Management, Investment Managemece nso redcensor edcensoredc ens oredcenso redcensor edcensor edc ensoredcen soredcens
Location
United States, Florida, Miami
Experience (tracked since 2006)
▪ c ensore experience at Evensky & Katz / Foldes Wealth Management
▪ ce nsore experience as Senior Financial Advisor & Principal
  35% more than average experience as Financial Advisor in United States
Work-life tracked since 2006
Katherine Sojo had a total of X different roles since 2006
Skills & Expertise
▪ Asset Management
▪ Ccensore dcensor
▪ Dce nsoredcen
    13 more skills ...


Gain access to all information



Katherine Sojo's Work History
data available since 2006

  • 2022 (6 months)
    Evensky & Katz / Foldes Wealth Management
    United States
    Senior Financial Advisor & Principal
    Asset Management, Investment Management and Portfolio Development
  • 20XX (3+ censo)
    Ecensor edc ensoredcens oredcenso redcensore
    Ucenso redcen
    Fcensored censore
  • 20XX (6 censor)
    Ecensor e dcen s oredce nsored censoredce
    Ucenso redcen
    Scenso redcensor edcenso r edcensore
    Acens oredcensore dcensoredc ensoredcen sor edcensore dcensoredce
  • 20XX (3+ censo)
    Ecensor edc ensoredcens oredcenso redcensore
    Ucenso redcen
    Fcensored censore
    Acens oredcensore dcensoredc ensoredcen sor edcensore dcensoredce
  • 20XX (7+ censo)
    Ecensor edc ensoredcens oredcenso redcen soredcenso
    Ucenso redcen
    Ecensor edc ensoredcens oredcenso redcen soredcenso
    Acens oredcensore dcensoredc ensoredcen sor edcensore dcensoredce
Access full work history


Katherine Sojo's Professional Experience


Access full statistics


Katherine Sojo's Education

  • 20XX - 20XX - Florida International Univecenso r edcenso re dcensore
    Master of sciencc en soredce nsored censore dce nsoredcen soredcenso redcenso
    https://linkedin.com/company/florida-icen sity---collegesor
  • 20XX - 20XX - Univcensor ed censo
    Ccensoredcens or edcensore dcensored censoredc ensoredc ens oredcens
  • 20XX - 20XX - Florida Intcensoredce nsoredcens o redcens or edcensor
    Bcensore dc ensoredc ensoredcensore dcenso redcensoredce nsoredce nso redcensore
    https://linkedin.com/company/florida-icen sity---collegesor
Access all educational information


Frequently asked questions

What company does Katherine Sojo work for?
Katherine Sojo is working for Evensky & Katz / Foldes Wealth Management
What is Katherine Sojo's title at Evensky & Katz / Foldes Wealth Management?
Katherine's title is , Senior Financial Advisor & Principal
What is Katherine Sojo's Seniority at Evensky & Katz / Foldes Wealth Management?
Katherine Sojo has been with Evensky & Katz / Foldes Wealth Management for 6 months and is a normal employee
For how long is Katherine Sojo working as a Senior Financial Advisor & Principal?
Katherine Sojo has 3+ years experience as Senior Financial Advisor & Principal.
What are Katherine Sojo's functions as a Senior Financial Advisor & Principal ?
Katherine Sojo is responsible for Consulting, Opercensore dcensor
What is Katherine Sojo's email contact?
Katherine Sojo's email address is *************@evensky.com
Which education does Katherine Sojo have?
Katherine Sojo has a Master degree from Fcensor edcensoredcen soredcenso r edcenso re dcensore.
Who are similar contacts like Katherine Sojo ?
Some similar contacts are Faro Group, Frank Gulla, Felipe Prieto, Lilian Posey, Carlos Bendayan and Lori Giese.

Access All Contact Details
Disclaimer: The information provided on this website is intended for general informational purposes only. While we strive to ensure that the information is accurate and up-to-date, we cannot guarantee its completeness or accuracy and we do not endorse or guarantee the products or services of any company or individual listed.