Carlos Solano, Financial Advisor

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • College Savings

About Carlos

My focus with clients is to create a personalized plan to navigate the complexities of the financial landscape and provide tailored solutions that align with their unique needs and aspirations. My experience spans a range of areas, including investment management, retirement planning, estate planning and risk management. Over the years, I have had the privilege of working with clients from diverse backgrounds, each with their own unique financial circumstances and goals.

When working with me, clients can expect a collaborative and transparent approach. I prioritize education and ensure that my clients fully understand the strategies we implement and the rationale behind...

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Humboldt State UniversityBachelor of Science

Personal Interests

  • Chess
  • Home Theater
  • Martial Arts
  • Personal Fitness
  • Community Outreach

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 02:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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