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Welcoming Jack Solis to Our Team

We’re excited to share some wonderful news. Jack Solis has officially joined Solis Wealth Management as our new Research and Planning Assistant.

For many of us, it has been a privilege to watch Jack grow, and it is very meaningful to now see him step into a professional role on our team. Jack brings a strong academic foundation, a sharp analytical mind, and a genuine passion for serving others. We are confident these strengths will be a tremendous asset to our clients and to Solis Wealth as a whole.

In his role, Jack will be working closely with our advisors on research and planning, strengthening our ability to provide the thoughtful guidance, attention to detail, and high-level care you have come to expect from Solis Wealth. His presence adds both depth to our team and a fresh perspective that we know will be valuable.

You can learn more about Jack and his background in his new bio here: Read Jack’s Bio »

Please join us in giving Jack a warm welcome to the Solis Wealth family. We are confident he will make a lasting, positive impact on our clients and our team for years to come.

Warm regards,
Tiffany Valentine, CFP®
CERTIFIED FINANCIAL PLANNER®
President and Wealth Advisor

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

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