David Soltes, Financial Advisor located in Fresno, CA

Financial Advisor
David J Soltes

CFP®, CRPS™
265 E River Park Cir Suite 480, Fresno, CA 93720opens in a new window
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Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CRPS™

    Chartered Retirement Plans Specialist™

Team Members

  • Kaitlyn Mihall
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(559) 492-1345

Fax

(866) 615-6174

Office Address

265 E River Park Cir Suite 480
Fresno, CA 93720opens in a new window

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