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portrait of David J Soltes
FINANCIAL ADVISOR

David J Soltes

CRPS™
2151 Herndon Ave Suite 101, Clovis, CA 93611opens in a new window
CallSend Me a Message

About David

I want you to feel good knowing that we have a strategy.

This simple idea guides my approach to every client, every investment and every goal. This simple idea guided my approach to practicing law as a public defender prior to joining Edward Jones in 2019. This simple idea was a decisive factor when I decided to join Edward Jones and pursue my passion for financial advising.

Whether you are brand new to investing, adjusting to a new life circumstance or looking to refine something you have already started, I promise to take the time to do things right. This includes breaking...

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • Business Retirement Plans

Work History

  • Edward JonesJuly 2019 to Current

Certifications

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Univ of VA in CharlottesvilleJuris Doctor

Team Members

  • Kaitlyn Mihall
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(559) 492-1345

Fax

(866) 615-6174

Office Address

2151 Herndon Ave Suite 101
Clovis, CA 93611opens in a new window

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