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 20 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, as well as Radio Santisimo. He is also an Investment Committee Member for the Diocese of Sacramento Foundation.
He and his wife live in Sacramento with their three children and are active parishioners of Divine Mercy.
CA Insurance #0B80303
Resident State: CA
Araceli, also known as Celi, has been part of the Solis Financial Strategies Group of Wells Fargo Advisors since 2013. Celi is a Financial Advisor and works closely with Eric to provide a best-in-class experience for clients. She graduated from the University of California, Davis, with a degree in human development. Prior to starting a family, she worked as a health care professional. Her passion for helping others comes through every time she speaks with clients.
Celi and Eric are happily married and enjoy spending time with their three children. Other activities she enjoys include gardening, reading, and Taekwondo.
CA Insurance #4016126
Resident State: CA
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