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SOLIS FINANCIAL STRATEGIES GROUP Solis Financial of Wells Strategies Fargo Advisors Group of Wells Fargo Advisors

25 th

SENIOR FELLOW PROFILE
AMERICAN LEADERSHIP FORUM

SOLIS FINANCIAL STRATEGIES GROUP

of Wells Fargo Advisors

Sharing The Benefits of Leadership

Backed by two and a half decades as a financial services professional , Eric R . Solis guides Solis Financial Strategies Group of Wells Fargo Advisors on its mission to provide customized , goals-based investment planning to high-net-worth individuals , business owners and their families .

“ We tailor our service to each client to ensure that their objectives are realistic relative to the timeframe and their financial situation , and strategize to achieve their goals ,” says Solis , who has been named to Forbes ’ 2021 Best-in-State Wealth Advisors Ranking .*
Solis ’ s business partner and wife Araceli Solis , Financial Advisor , says , “ For the 26 years Eric has been in the business , he has built strong relationships with clients and we take tremendous pride in that . Clients know we go the extra mile to help them achieve their goals .”
Recognized for his solid business acumen and community service , Eric was chosen among a select few professionals in the region to participate in the American Leadership Forum in 2012 . During his year of ALF leadership training , he developed new skills and insight and expanded his community network .
“ ALF brings community players together to build better leaders and collaborate to improve the region . Thanks to my ALF experience , I ’ ve become a better leader and continue to be involved with non-profits , serve on boards , act as a mentor , and chair a mentoring program for youth ,” says Eric . Solis ’ s team has a passion for helping others , and ALF has been instrumental to that , encouraging engagement with non-profits and philanthropy . Eric says , “ Araceli and I are honored to be able to contribute to the wellbeing of our community .”
“ ALF brings community players together to build better leaders and collaborate to improve the region . Thanks to my ALF experience , I ’ ve become a better leader .”
— Eric R . Solis Managing Director – Investment Officer

SOLIS FINANCIAL STRATEGIES GROUP Solis Financial of Wells Strategies Fargo Advisors Group of Wells Fargo Advisors

400 Capitol Mall , Ste . 1700 Sacramento , CA 95814 ( 916 ) 491-6323 www . ericrsolis . com
Investment and Insurance Products : NOT FDIC Insured / NO Bank Guarantee / MAY Lose Value
* The Forbes Best-in-State Wealth Advisors 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 . Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services , LLC , Member SIPC , a registered broker-dealer and non-bank affiliate of Wells Fargo & Company .
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October 2021 | comstocksmag . com 81