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Luis Carrera, CFP®, AAMS®

CERTIFIED FINANCIAL PLANNER®
Wealth Advisor
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Luis Carrera joined Solis Wealth Management in 2022 and serves as a Wealth Advisor. Originally from San Luis Potosí, Mexico, Luis began his career with an engineering degree from the Autonomous University of San Luis Potosí. After discovering his passion for investing, he pursued a business degree at the Jack Brown School of Business at California State University.

Luis entered the financial services industry at Wells Fargo Advisors, where he completed his Series 7 and 66 registrations, currently held with LPL Financial, along with his California Life, Disability, and Variable Annuity Insurance License. He later joined Charles Schwab, spending over 15 years as a Vice-President Financial Consultant, assisting high-net-worth families in both Seattle, WA, and the Coachella Valley. During his tenure at Schwab, Luis acquired his Series 9/10 FINRA supervisory registrations, earned the Accredited Asset Management Specialist® (AAMS®) designation, and completed the Yale School of Management’s Executive Education Program in “Investment Management Theory & Practice.” His passion for helping clients achieve their financial goals led him to attain the CERTIFIED FINANCIAL PLANNER® (CFP®) designation after completing the Financial Planning Education Program through the College for Financial Planning.

Luis specializes in financial, college, tax, estate, insurance, and investment planning, with a dedication to guiding clients through all stages of their financial journeys.

Luis and his wife, Courtney, reside in Rancho Mirage, CA, with their daughter, Aidan, and son, Ethan. Outside of the office, Luis enjoys traveling with his family, listening to jazz, and spending quality time with loved ones.

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Contact us

Call: 1-760-771-3339

info@soliswealth.com

Address:

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

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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.

View LPL Financial Form CRS

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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