Our Qualifications

Steve Solomon began his career as a Financial Advisor in Beverly Hills in 1993 after graduating from UC Santa Barbara with a Business Economics degree.  He received his CERTIFIED FINANCIAL PLANNER™ certification in 2004.    

Steve is dedicated to developing lasting relationships with his clients by thoroughly understanding their needs and values and providing outstanding personalized service.  He provides a wide range of financial services to help families, businesses, and individuals achieve success. 

At www.cfp.net, you can learn more about what it means to earn and maintain the designation of CFP® professional. At www.insurance.ca.gov, you can look up Steve's insurance license and see the 30+ insurance carriers with which he has contracted so far in his efforts to find the best policy for each client.  Steve is happy to work with your current tax preparers, attorneys and other advisors, or to help you find one.