I believe in fee-only planning because I feel strongly that the focus should always be on the client and what’s in their best financial interest. I have a decade of experience building comprehensive financial plans for families and individuals. Many of the issues my clients are facing I’ve faced, too. It’s fun to strategize together on the best ways to pay down debt, plan for retirement, or save on taxes. Seeing the different opportunities open up for my clients is always exciting. I find setting them up for their brightest financial future to be incredibly rewarding.
For a long time, I worked with an independent firm focusing on high net worth individuals. During my time there, I began to carve out a niche working with physicians and engineers. Soon, I realized it was time to strike out on my own. In 2013, I established Solari Financial Planning, a fee-only financial planning firm from scratch.
I’ve been very fortunate to grow a practice around my family and that’s been most fulfilling. Both of our boys, George and Charlie, keep us very busy. When I’m not in the office, you’ll find us on a ballfield, a park, a lake or an ocean.
My experience and expertise have led to requests and quotes in notable publications, including The Wall Street Journal, The Chicago Tribune, The Boston Globe, InvestmentNews and US News & World Report.
Memberships & Affiliations
CERTIFIED FINANCIAL PLANNER(TM) – The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
NAPFA – The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors — highly trained professionals who are committed to working in the best interests of those they serve.
WhyFiduciary.com connects those seeking financial planning, investment management, and retirement planning services with the most experienced and qualified fiduciary financial professionals throughout the United States. They only accept those financial experts who have been fully vetted and meet their strict standards which include having more than 5 years of experience, signed a fiduciary oath, no CFP Board disciplinary history, and in good standing with the CFP Board.
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.