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Greg R. Solis, AIF®

Founder and CEO

Greg R. Solis is the Founder and CEO of Solis Wealth Management, Inc. Born and raised in Palm Desert, California, Greg earned a Bachelor of Arts degree in both Political Science and History, emphasizing economic studies from UCLA. Greg began his career with Paychex Incorporated as a Sales Executive and was later promoted to District Sales Manager of Southern California out of the Los Angeles Branch. In 1992, Greg moved back to the Coachella Valley, married his wife Monica, and began his career as a financial advisor with Merrill Lynch. In 1994, Greg joined LPL Financial and was recognized for his outstanding achievements in client service. Before returning back to LPL Financial in 2004, Greg served as Vice President at Wachovia Securities from 2001-2004. Greg has been recognized by Forbes magazine as one of the Best-in-State Wealth Advisors for California each year since 2018*. He has also been recognized as an LPL Financial Chairman’s Council advisor since 2011**, a top distinction based on annual production which is presented to less than 2% of the firm’s 18,000 advisors nationwide. Additionally, Greg received the honor of being selected from LPL Financial advisors nationwide to serve a multi-year term on the 24-member LPL Financial Advisor Council, a forum to help drive the development of upcoming LPL programs, communications, products, and services.

Greg’s professional registrations include FINRA Series 7 (General Securities Representative), Series 24 (General Securities Principal) and Series 63 (Uniform State Law), which are currently held with LPL Financial. Greg also holds a California Life, Disability, and Variable Annuity Insurance License. He has received formal training in investment fiduciary responsibility and earned the Accredited Investment Fiduciary® (AIF®) professional designation.

Greg is a member of the UCLA Alumni Association, La Quinta Country Club, Hideaway Golf Club, and Theta Chi Alumni Association. He has also served on the National Center for Fathering Board, Desert Christian Academy Board of Trustees, Links Players International Board, the Love146 Board, Old Town Artisan Studio Board, the Fellowship of Christian Athletes Board, Festival of Life/LOV Movement Resource Committee, Boys and Girls Club Southwest Growers Committee, Church at the Red Door Board of Trustees, and the Eisenhower Medical Center Exploratory Committee.

When not helping his clients, Greg enjoys spending time with his wife, Monica; his three children: Jack, Nicole, and Emily; and friends. Greg and his family currently reside in La Quinta, CA.

*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

**As of 12/31/2021

Contact us

Call: 1-760-771-3339

Address:
Solis Wealth Management, Inc
78-075 Main Street, Suite 204
La Quinta, CA 92253

The Wealth Advisors of Solis Wealth Management are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Greg Solis is domiciled, and his principle place of business is CA.

CA Insurance # 0795867

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