Certifications: CFP®
Katherine Sojo joined Evensky & Katz/ Foldes Wealth Management in 2006. As a Senior Financial Advisor, she works with clients to develop a financial plan that meets their goals and objectives. Katherine is a Certified Financial Planner™ (CFP) and earned a Bachelor of Science degree in international business from Florida International University. Subsequently, she went on to obtain a master’s degree in Finance from Florida International University.
Katherine is a Miami native and currently resides with her husband and son in West Kendall. She enjoys reading and spending time with her family as much as she can.
Psst! Over here, down here in between the sliced bread, lettuce, tomato, cheese, and deli meat. Yes, that’s right, I am in the sandwich generation! This term was coined in the early ’80s to describe individuals sandwiched between raising their children and caring for aging parents. We juggle our careers, home responsibilities, and family caregiving…
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