Licenses and Certifications:
6, 26, 7, 63, and 65
Brian H. Solomon has been assisting individuals and corporations in the San Diego area with his financial expertise for the past 35+ 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. He has become a trusted resource to his clients as their lives and businesses evolve. 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 25 years.
Brian grew up in coastal San Diego North County and graduated from the University of San Diego with a degree in Business Administration, with an emphasis on investments and communication. He and his wife of 35 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 the Boys and Girls Club of Northwest San Diego. Brian enjoys spending time with family, surfing, playing golf and snowboarding.