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