Solis Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Solis Wealth Management is an independent financial services firm based in La Quinta, California, at 78-075 Main Street, Suite 204, with a workforce of 2-10 employees. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, and Solis Wealth Management’s wealth advisers are registered representatives of LPL Financial; the firm notes membership in SIPC and FINRA through LPL Financial. The company states a mission to help clients make smart money decisions, achieve financial success, and pursue what they value, emphasizing competence and integrity in service. It brands itself as client-focused and independent, guided by its mission, vision, and commitment creed, and describes an other-centric approach intended to make a difference in clients’ lives. Recent developments include hiring Luis as Wealth Advisor in September 2022 after a 15-year tenure at Charles Schwab, and publishing Outlook materials such as Outlook 2022: Passing the Baton in December 2021.

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