Brian H. Solomon has been assisting individuals and corporations in the San Diego area with his financial expertise for the past 30+ years. He is experienced in planning personal finances, including the areas of investment, retirement planning, insurance, and estate planning. Brian uses multiple technical and market analysis, in addition to taking his clients' specific financial needs and goals into account, to develop his investment strategies. In witnessing his clients' lives and businesses evolve, he has become a trusted resource. Brian has spent his financial career building lasting relationships based on trust, integrity and honesty, and his level of care and expertise is such that many of his clients have been with him for more than 20 years. Brian holds multiple security licenses including Series 6, 26, 7, 63, and 65. He graduated from the University of San Diego with a BA in Business Administration with an emphasis on investments and communication.
Brian was raised in coastal San Diego North County. He and his wife of almost 30 years reside in Carlsbad, where they have raised their 3 children. Brian has been active in the community with youth sports and coaching over the years. Presently, he is a community volunteer, an active member of the Rotary Club of Encinitas and a board member of San Dieguito Boys and Girls Club. Brian enjoys spending time with his family, surfing, playing golf and snowboarding.
Marketing and Social Media Coordinator
Caitlin manages the marketing campaigns and social media outreach for Solomon Wealth Management. She attended the University of San Diego and received her BA in Communication Studies with a minor in Marketing. She then went back to grad school at USD to receive her Master's in Education and a Single Subject Teaching Credential in English. She now teaches and coaches in the San Dieguito Union High School District. In her spare time, Caitlin loves to teach and take yoga, spend time at the beach, and catch up on the latest podcasts.
Candace has been with Solomon Wealth Management since May of 2007. She is a local San Diegan who grew up in Oceanside and attended Oceanside High School, where she played softball and was a member of the dance team. Candace manages all office duties and activities including, but not limited to, greeting clients, answering phones, processing paperwork and managing customer service. Candace is an integral part of the Solomon Wealth Management team. In her spare time she volunteers as a foster for Second Chance Dog Rescue in San Diego.
Financial Advisor, EA
Kai grew up in Carlsbad CA and graduated from San Diego State University with a major in financial services. He worked at San Diego Tax and Financial Associates for two years where he learned how to prepare taxes, obtained his life, health, and accident insurance license, and was introduced to the financial services industry. He was hired as an intern in June of 2022, and in 2023 obtained his Enrolled Agent license as well as his series 7 & 66. Kai now offers financial advisory services as well as tax preparation.
Some of Kai's hobbies are surfing, skating, and reading. He also likes to socialize with friends, meet new people, hike, and camp.
Director of Marketing and Events
Kimara is the director of Marketing and Events. She has been in this role since 2014 and is responsible for all client-related events. Kimara went to the University of San Diego with Brian and Graduated in 1990 with a bachelors in Political Science and a minor in Art. Kimara spent the past 20+ years raising the Solomon children and volunteering in the community. Now that the children are grown, Kimara works with Brian, coaches tennis at La Costa Canyon HS and teaches part-time in the San Dieguito UHSD.
* Kimara is not a registered representative and is not affiliated with IFG.