We are delighted to announce that our Founder and CEO, Greg Solis, has once again been named one of the Best-In-State Wealth Advisors for California by Forbes magazine for the sixth consecutive year. The selection process for this prestigious list is based on various factors such as interviews, industry experience, client retention, and assets under management.
Solis Wealth Management is committed to providing exceptional wealth management services with the utmost integrity and competence. We are dedicated to serving our clients, as well as our community, with the belief that our efforts will create a lasting positive impact on the world around us.
We consider this recognition a testament to our commitment to excellence, and we are honored that Greg has been recognized among an esteemed group of Wealth Advisors across the nation. Our success is a result of our partnership with each of our clients, for which we are immensely grateful.
We extend our sincere gratitude for your continued support and business.
Most sincerely,
Tiffany Valentine, CFP®
CERTIFIED FINANCIAL PLANNER™
President and Wealth Advisor
LPL Financial and Forbes are not affiliated. LPL is a separate entity of this firm.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.