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Welcome our New Team Member – Luis Carrera

At Solis Wealth Management, we are keenly aware of how important it is to grow our staff with individuals whom we believe are bright and valuable. As you know, we are committed to providing you with excellent service and advice available in the financial industry a high level of competence and integrity. We are firm believers that the primary way to accomplish this goal is to have an A+ team. With that in mind, we are pleased to announce that we have added a new member to our team, Luis Carrera.

Luis is a welcomed addition as a Wealth Advisor and joins Solis Wealth Management after 15 years at Charles Schwab where he served as Vice President Financial Consultant in Seattle, WA as well as in the Coachella Valley. He started his career in the financial services industry at Wells Fargo Advisors, where he obtained his securities Series 7, 9, 10, and 66 registrations, currently held with LPL Financial. 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 has a genuine desire to work at Solis Wealth Management and provide extraordinary service to our clients. Luis and his wife Courtney live in Rancho Mirage with their two children.

Please keep a lookout for an upcoming Weekly Newsletter where Luis will be sharing some information about himself. We hope you have an opportunity to speak with Luis and welcome him to the team soon.

As always, thank you for your trust and confidence. It is such a privilege to be able to do what we do for you every day. Feel free to call us or send an email if you ever need anything, or have any questions or concerns.

Most sincerely,

Greg R. Solis, AIF®
Founder and CEO

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. CA Insurance License #0795867