Katherine Sojo, CFP®, is a Principal and Wealth Manager at Evensky & Katz / Foldes Wealth Management. With nearly two decades of experience in the financial services industry, Katherine has developed a deep understanding of the challenges families face as their lives and priorities evolve. Since joining the firm in 2006, she has held a variety of roles that have shaped her holistic approach to wealth management—one grounded in empathy, transparency, and genuine connection. A Miami native and graduate of Florida International University with a master’s degree in Finance, Katherine also holds the CERTIFIED FINANCIAL PLANNER™ designation, underscoring her technical expertise and fiduciary commitment to clients’ best interests. 

Katherine’s approach to wealth management is both analytical and deeply personal. She thrives on digging into the details, translating complex financial strategies into clear, actionable plans that reflect the rhythm of her clients’ daily lives. Her practice focuses on multigenerational planning, helping families create meaningful alignment across generations and adapt with confidence as life evolves. From entrepreneurs refining their long-term goals to parents navigating college planning or retirees reimagining their next chapter, Katherine meets each client where they are – with steadiness, insight, and care. 

Balancing a thriving career with the busy rhythm of family life, Katherine provides support to her aging parents, who have always shown her unwavering love and encouragement. At home, her son Logan’s passion and joy on the soccer field brings her endless delight, while her youngest, Travis, with his fierce energy and curiosity, teaches her new lessons every day. Through it all, her husband Jesse remains her rock and foundation, providing a steady source of love, stability, and strength. Her home life beautifully reflects her core values of resilience, adaptability, and achievement – values she brings into her work as well. Katherine is dedicated to helping clients achieve their goals, guiding them with steady, compassionate counsel as they build legacies rooted in trust and confidence. 

Beyond her client work, Katherine is a passionate advocate for financial literacy, particularly among families seeking to empower the next generation. She regularly shares insights and practical tools to make financial planning approachable and meaningful, encouraging clients to see it not as a task, but as an act of care – for themselves and for those they love. Her grounded nature and ability to connect across life stages have made her a trusted advisor to families seeking stability, clarity, and long-term partnership. 

Looking ahead, Katherine remains committed to helping clients navigate life’s transitions with purpose and peace of mind. To her, wealth management is about more than numbers, it’s about creating balance, building resilience, and ensuring that each client has the confidence and clarity to live well.