Eric R. Solis

Eric R. Solis

Managing Director - Investment Officer

Eric R. Solis focuses on providing comprehensive investment and retirement planning services to successful individuals and their families, as well as retirement plan services to business owners and their companies.

Eric has an extremely disciplined financial advisory practice. His goal is to provide clients with the highest level of personal service while delivering consistent measured progress toward their financial goals and dreams. He has been recognized on the 2019 Forbes Best-In-State Wealth Advisors list that spotlights top advisors across the country. The ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Born in El Salvador, Eric moved to the U.S. with his family in 1980 at age 11. After graduating from the University of California at Davis with a bachelor’s degrees in economics and international relations, he began his career with a predecessor firm of Wells Fargo Advisors and now has over twenty years of experience as a financial advisor.

With access to the resources of one of the nation’s largest financial services organizations, Eric brings his clients a distinguished heritage in full-service brokerage and asset management, as well as access to lending services through Wells Fargo affiliates. He takes pride in working for a firm that puts its clients first.

Eric is passionate about his community and helping others. Currently, he serves as Chair and Mentor for the Sacramento Rotary Club’s Youth Incentive Program, and Board Member for Social Venture Partners. He is Director for Radio Santisimo and Diocese of Sacramento Foundation. Previously, he served on the YMCA Board of Directors from 1998 and 2010, on the Boards of the Sacramento Rotary Club from 2004 to 2010, and the Girls Scouts of America from 2008 to 2010.

He and his wife live in Sacramento with their three children and are active parishioners of Divine Mercy.

Phone 916-491-6323
Fax 916-443-4789