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Roger J Solis, Private Wealth Advisor serving the Fort Myers, FL area - Ameriprise Advisors

Roger J Solis

CRPC, CDFA®

Private Wealth Advisor

Franchise Owner
Solis & Associates
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 14 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CDFA® Certified Divorce Financial Analyst®

Education

  • Bachelor of Science in Economics from Missouri State 1992

Awards & recognition

  • Five Star Wealth Manager, 2013-2017
  • Ameriprise Circle of Success, 2013
  • Solis & Associates, Ameriprise Client Experience Award, 2021

Interests

  • I enjoy boating and fishing in our local waters -Gulf of Mexico Southwest Florida & Caloosahatchee River in Southwest Florida.
  • Recently I completed my open water certification. Cape Coral Florida and enjoy Calusa Blueway trails in Lee County, SW Fl.
  • Member of HOG. (Harley Davidson Owners Group) Cape Coral, Fl.
  • Member Grady White Club of Fort Myers Beach, Florida