Meet our founder
Katrina Soelter, CFP® (she/her)
Founder, Financial PlannerKatrina grew up with a mother who worked and a father who stayed home. When deciding her life path, she knew she wanted to follow in her mom’s footsteps – finding work she loved that made a difference in the world, building a family, and creating the balance to enjoy both.
A graduate of UC Berkeley, she first discovered the power of financial planning during an elective course her senior year. After an initial start teaching elementary school, she soon returned to her passion for planning and switched careers. The rest, as they say, is history.
As a planner and mother, she is passionate about creating opportunities for financial fulfillment for women and families. She believes every family deserves access to the power of planning. When your money reflects what is most important to you, life feels easier.
Our Team
Theresa Pablos, CFP® (she/her)
Associate Financial AdvisorDespite being the daughter of a corporate financial analyst, it never crossed Theresa’s mind to major in finance in college. She chose to major in journalism, partially because she always loved meeting people and telling stories about purpose and possibility … and partially because it didn’t require any math classes.
It wasn’t until she started managing her own money that she realized how empowering personal finance can be. Learning how to align her finances with her values and goals gave her the opportunity to travel, start a side hustle, and support causes that she cares about. She became a financial planner to help others experience that same sense of clarity and freedom.
Before becoming a CERTIFIED FINANCIAL PLANNER™, she spent nearly a decade as a journalist, honing her ability to see problems from every angle and make complex information easy to understand. She brings that same curiosity and care to every financial plan she creates, helping clients see their full financial picture and chart a clear, values-aligned path forward.
She is passionate about guiding clients through major financial milestones with confidence and compassion. Her approach designs a plan that feels organized, empowering, and completely your own.
Melissa began working in banking in 2003 and absolutely loved the feeling of helping her clients achieve their goals.
Throughout her career, she has had the privilege of seeing her clients purchase their first home, establish their own business, and even taking that long awaited European vacation. Helping others truly makes her happy and she is eager to be of service to the Thesis Financial family.
She has completed the Financial Paraplanner Qualified Professional (FPQP®) designation and is working towards becoming a financial therapist. She really does love helping others and cannot wait to do more to assist with the financial goals in her community.
Director of Client Experience