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Luis Carrera, CFP®, AAMS®

Wealth Advisor

Luis Carrera joined Solis Wealth Management as a Wealth Advisor in 2022 after 15 years at Charles Schwab where he served as Vice President Financial Consultant in Seattle, WA as well as in the Coachella Valley.

Luis grew up in Mexico and attended the Autonomous University of San Luis Potosí. After graduating with an engineering degree, he moved to the United States to attend business school and pursue his passion for personal finance and helping others. He started his career in the financial services industry at Wells Fargo Advisors, where he obtained his Series 7, 9, 10, and 66 registrations, currently held with LPL Financial, as well as his California Life, Disability, and Variable Annuity Insurance License. In addition to his engineering degree, Luis holds a Bachelor’s degree in Business from California State University, San Bernardino. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner and holds an Accredited Asset Management Specialist® designation from the College for Financial Planning. More recently, Luis attended the Yale School of Management’s Executive Education program.

Luis and his wife Courtney have two children, their daughter Aidan and son Ethan. When not in the office, Luis enjoys spending time with his wife and attending the occasional baseball game with his kids. Luis also enjoys listening to jazz, watching movies, following Formula One racing, and spending time with friends and family. Luis and his family live in Rancho Mirage, CA.

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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