Paul Solorzano, CFP®
Private Wealth Advisor - San Francisco, CA
Paul joined Aegis Consulting in May 2024, with more than 35 years of experience in financial services. His was previously affiliated with LFA from 2001-2024 and focused on financial planning. Prior to LFA he worked at Smith Barney and its predecessors focused primarily on investments and money management.
Paul earned his Masters in Business Administration from UC Berkeley’s Haas School of Business, with a concentration in finance. He also obtained undergraduate degree from UC Berkeley in Political Economy of Industrial Societies.
Paul is a native Californian and is married with two children. When not working he enjoys reading, the great California outdoors, skiing and distance running.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.