Steve Solomon
Wealth Manager at Family Wealth Consulting Group
Based in San Francisco, United States
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Seniority
Manager
Department
Finance & Accounting
Location
San Francisco
Industry
Financial Services
Company size
5
Contact information
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s•••••••@fwcg.net
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Background
About Steve Solomon
I have worked as a wealth advisor since 2017. Prior to this, I had over 15 years of experience, knowledge, and skills within the financial services industry as a CPA and mortgage broker. I bring my passion to help clients achieve their financial goals. Willing to learn and grow in a challenging position to contribute to the firm’s success. Key skills and accomplishments include- Earned CPA license working at a "Big Four" accounting firm, currently hold an active CPA license - Proven problem solver with a strong desire to learn - Effectively review, analyze and present various scenarios to clients and prospects - Reputation to get deals done creatively and responsively - Enjoy working in a team to achieve common goals - Excellent at quickly creating rapport with clients and building long term relationships Contact Info:(650) 469-3692 steves2020@gmail.com
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