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Katherine Sojo

Senior Financial Advisor at Evensky & Katz / Foldes Wealth Management

  • LinkedIn

Email Email: s****@foldesfm.com

phone noPhone Number: (***)-***-****

I joined Evensky & Katz / Foldes Financial Wealth Management in 2006. As a Senior Financial Advisor, I work with clients to develop a financial plan that meets their goals and objectives....

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EVENSKY & KATZ / FOLDES WEALTH MANAGEMENT

EVENSKY & KATZ / FOLDES WEALTH MANAGEMENT

  • description Description
    Evensky & Katz / Foldes Wealth Management is a nationally respected wealth management firm with over 35 years of experience understanding and responding to our client's unique circumstances; ...

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  • Employees count Employees 11-50
  • Revenue Revenue 10 Million to 25 Million
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Evensky & Katz / Foldes Wealth Management Org Chart and Mapping

Employees

Michael Scheinberg

Senior Portfolio Management Associate

Katherine Sojo

Senior Financial Advisor

Aldo Castaneda

Senior Financial Advisor

Jordan Strebeck

Director of Business Development

Mena Bielow-McAfee

Chief Financial Officer & Chief Compliance Officer

Frequently Asked Questions Regarding Katherine Sojo

Answer: Katherine Sojo works for Evensky & Katz / Foldes Wealth Management as Senior Financial Advisor

Answer: Katherine Sojo’s role in Evensky & Katz / Foldes Wealth Management is Senior Financial Advisor

Answer: Katherine Sojo's email address is s***@gmail.com

Answer: Katherine Sojo's business email address is s****@foldesfm.com

Answer: Katherine Sojo’s direct phone number is (***)-***-****

Answer: Katherine Sojo works in the industry of: Financial Services

Answer: Katherine Sojo is the current Senior Financial Advisor at Evensky & Katz / Foldes Wealth Management.... Read More

Answer: Katherine Sojo works Evensky & Katz / Foldes Wealth Management located at 4000 Ponce De Leon BLVD, Coral Gables, Florida, 33146, United States

Answer: Evensky & Katz / Foldes Wealth Management's Senior Financial Advisor is Katherine Sojo

Answer: Katherine Sojo contact details:

  • Phone number  :  (***)-***-****
  • Email  :  s****@foldesfm.com

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