Luis Carrera joined Solis Wealth Management as a Wealth Advisor in 2022 after more than 15 years at Charles Schwab where he served as Vice President Financial Consultant in Seattle, WA as well as in the Coachella Valley.
Luis started his professional journey overseas, attending the Autonomous University of San Luis Potosí where he graduated with an engineering degree. After discovering and recognizing his passion for investing, Luis decided to switch careers, from engineering to finance, and attended the Jack Brown School of Business, at California State University, where he earned a business degree.
Early on, while at Wells Fargo Advisors, Luis completed his Series 7 and 66 registrations, currently held with LPL Financial, as well as his California Life, Disability, and Variable Annuity Insurance License. Luis soon discovered he has a passion for helping others in the areas of personal finance, investment planning, college planning, insurance planning, as well as estate and tax planning, especially after he witnessed firsthand how a lack planning can affect the lives of entire families when the unexpected happens.
Eventually Luis joined Charles Schwab, where he worked serving high net worth individuals and families at all stages of their financial lives. At Charles Schwab Luis also acquired his Series 9 and10 FINRA supervisory registrations, currently held with LPL Financial. He also earned the Accredited Asset Management Specialist® (AAMS®) designation and attended the College for Financial Planning, completing their Financial Planning Education Program, which lead Luis to eventually attaining his CERTIFIED FINANCIAL PLANNER® (or CFP®) designation. Luis also attended the Yale School of Management and completed their Executive Education’s “Investment Management Theory & Practice” program.
Luis and his wife Courtney have two children, their daughter Aidan and son Ethan. When not in the office, Luis enjoys traveling and spending time with his wife and kids. Luis also enjoys listening to jazz, and spending time with family and friends. Luis and his family reside in Rancho Mirage, CA.