Broker Check
Brian  Solomon

Brian Solomon

Managing Partner

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.