Focus & Experience

Eric R. Solis focuses on providing comprehensive investment and retirement planning services to successful individuals and their families, as well as retirement plan services to business owners and their companies. He takes pride in always putting his clients first.

Eric has an extremely disciplined financial advisory practice. His goal is to provide clients with the highest level of personal service while delivering consistent measured progress toward their financial goals and dreams. He has been recognized on the Forbes Best-In-State Wealth Advisors list that spotlights top advisors across the country from 2020, 2021, 2022, 2023 & 2024.

Background & Credentials

Born in El Salvador, Eric moved to the United States with his family in 1980 at age 11. He graduated from the University of California, Davis with bachelor’s degrees in economics and international relations. After gaining 28 years of experience as a financial advisor at Wells Fargo Advisors and its predecessor firm, he co-founded First Summit Wealth Management in 2023. Eric offers his clients full-service brokerage and asset management solutions. He takes pride in always putting his clients first. 

Away From the Office

Eric is passionate about his community and helping others. Currently, he serves as chair and mentor for the Sacramento Rotary Club’s Youth Incentive Program, and board member for Radio Santisimo. He is also an Investment Committee Member for the Diocese of Sacramento Foundation.

He and his wife have three children and are active parishioners of Saint Ignatius Loyola Parish.

CA Insurance #0B80303. Resident State: CA

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the  previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Backed by nearly 20 years of experience in the financial services industry, my goal with every client, prospect, or referral who walks through my door is to provide an inclusive financial strategy, which includes your attorney, CPA, and any other financial decision maker.I am a second-generation Financial Advisor, and I believe that I can serve my clients best by working as closely as possible with them. Though my book of business continues to grow, I currently work with fewer than 100 families, all of whom have come to expect a certain level of service from my team and myself.

Going Beyond Investment Advice

A perpetual student of economic theory and behavioral psychology, I make it a personal goal to understand my clients’ needs as fully and completely as I can. Prior to joining Wells Fargo Advisors in 2011, I also worked as a Financial Advisor at Edward Jones, Wachovia (a predecessor firm of Wells Fargo Advisors), and Atlas Securities. I also carry the Certified Investment Management Analyst® (CIMA®) designation, an advanced professional certification offered by the Investments and Wealth Institute.

Recognizing the Importance of Family

In focusing on a variety of life events and personal services – including needs assessment and prioritization, investment planning for retirement, executive stock options, and generational wealth strategies – I strive to provide my clients with a family office structure.Away from the office, I love spending time with my wife, Jackie, our three children: Gianna, David and Estella. I am also an avid sports fan, and I enjoy playing golf whenever I can.

Getting Started Today

I’m backed by a time-honored investment planning process, designed to add clarity, confidence, and structure to your financial life. Call my office today to set up a no-obligation meeting.

CA Insurance: 0D24055
Resident State: CA

Araceli, also known as Celi, is a Partner at First Summit Wealth Management. As a financial advisor, she has worked closely with Eric for over 10 years to deliver a first-class experience to clients. She graduated from the University of California, Davis, with a degree in human development. With her prior experience as a health care professional, Celi adds a compassionate viewpoint when working with clients and the team. She is dedicated to helping others and that comes through in every client interaction.

Celi and Eric are happily married and enjoy spending time with their children. Her hobbies include gardening, reading, and working out.

CA Insurance: 4016126
Resident State: CA

For over three decades, Laura has helped her clients address their financial concerns by providing retirement planning, family planning (elder care), liability evaluation, business planning and estate planning strategies. By focusing on the development of comprehensive individual investment strategies, Laura assists clients in pursuing their goals. Because each financial situation is often complex, she prefers to work with her client’s attorney, accountant and other professionals to help design customized solutions.

Laura began her career in 1989 as a financial advisor with Dean Witter in Sacramento. She then joined AG Edwards, a predecessor firm of Wells Fargo in 1993. In 2023, she joined First Summit Wealth Management to expand the services and investment platforms available to her clients.

Away from the office, Laura enjoys spending time with her grandchildren who all live nearby. Cooking and entertaining friends often fills her weekends. Laura is passionate about horses and enjoys staying active by horseback riding as often as possible.

CA Insurance: 0A33001
Resident State: CA

Randi O’Neill joined First Summit Wealth Management in 2023. With 19 years of experience in the financial services industry, Randi is committed to delivering exceptional service and support to clients. Her dedication to helping others is evident in every interaction, as she works to meet the unique financial needs of each individual she serves.

Professionally, Randi holds Series 9, 10, 7, 63, and 66 securities registrations, along with a State of California Insurance license. 

Outside of work, Randi enjoys quality time with her husband and their three children. She is an active volunteer in her children's activities and loves spending time outdoors, whether camping or traveling to new destinations.

CA Insurance: 0I86591
Resident State: CA

Christine worked with the Solis team at Wells Fargo Advisors for 10 years before transitioning with the team to First Summit Wealth Management in 2023. She has been working in the financial services industry for over 16 years. She holds a bachelor’s degree in economics from the University of California, Davis. She also has her Series 7 and Series 66 securities registrations, as well as insurance licenses in several states.

Christine is the point of contact for client relations needs such as trading and retirement plan servicing. She oversees the team’s marketing and operations. She enjoys being thorough and detail-oriented, and believes in building strong relationships with clients based on a foundation of integrity, trust and service. Christine takes a thoughtful approach to each client’s needs and works efficiently to meet those needs.

Away from the office, you can find her driving her three children around to their various activities. When time allows, she enjoys baking, cooking, and running.

CA Insurance: 0F34621
Resident State: CA

Meybel Oliva worked with the Solis team at Wells Fargo Advisors for five years before transitioning with the team to First Summit Wealth Management in 2023. Meybel has a Series 6 and Series 63 registrations, as well as a CA life agent license.

With over 22 years of experience in banking and financial services, Meybel is passionate about helping others and providing a high level of service to clients. She provides a wide range of operations and advisor support. She is continuously advancing her knowledge and skill set to excel at finding ways to better serve clients.

Meybel holds a bachelor’s degree in Chicano studies from the University of California, Davis, as well as a master’s degree in business administration from the University of Phoenix.

In her spare time, Meybel enjoys spending time with her two wonderful children and family. She also enjoys traveling, working out and gardening.

CA Insurance: 0F32047
Resident State: CA

Quinn recently graduated from the University of California, Davis with a bachelor’s degree in economics with a focus in international finance. He is eager to start his career in financial services.

Quinn joined the Solis Team at First Summit Wealth Management in the Fall of 2023. His commitment to understand the needs of clients and his desire to provide excellent service makes him an integral part of our team.

When away from the office, Quinn enjoys cooking, golfing, and long-distance backpacking. He aspires to one day complete the Pacific Crest Trail through section hiking, become a scratch golfer, and travel the world to better understand various cultures and experience different cuisines.