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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.

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Richard and Victory Grund

“This statement is a testimonial by a client of the Solis Wealth Management as of 05/23/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.”

– Tracking #556941

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Matt Johnson

“This statement is a testimonial by a client of the Solis Wealth Management as of 05/23/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.”
– Tracking #451730-2

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David and Colette Renker

“This statement is a testimonial by a client of the Solis Wealth Management as of 11/13/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.”

– Tracking #515842

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Don DeLair, Headmaster at King’s School of the Desert

This statement is a testimonial by a client of Solis Wealth Management as of 05/08/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
– Tracking #436116-2

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Judy Sanders

“This statement is a testimonial by a client of the Solis Wealth Management as of 07/14/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.”
– Tracking #457029-1