Meet Our Team

Greg Solari, President

Mr. Solari has over 20 years of experience in the investment and financial services industry. Prior to entering the independent advisory channel in 2006, he served as Vice President, Financial Advisor with Bank of America in San Francisco. Prior to that he spent 10 years with Wells Fargo Private Client Services as Vice President, Senior Financial Consultant. Early in his career he served as Investment Consultant at California Investment Trust Fund Group and as Registered Representative with AXA Advisors, Equitable. He is a graduate of the University of California, Santa Barbara with a Bachelor of Arts degree in Liberal Studies.

His clients have included affluent individuals and families, entrepreneurs, professionals, CEO's and other officers of private and publicly held companies. Mr. Solari oversees all facets of the firm and provides wealth management services to individual and retirement plan clients. Greg lives in Lafayette, CA with his wife Jenny, and son, Charlie.
       

View Greg Solari's LinkedIn Profile