I want you to feel good knowing that we have a strategy.
This simple idea guides my approach to every client, every investment and every goal. This simple idea guided my approach to practicing law as a public defender prior to joining Edward Jones in 2019. This simple idea was a decisive factor when I decided to join Edward Jones and pursue my passion for financial advising.
Whether you are brand new to investing, adjusting to a new life circumstance or looking to refine something you have already started, I promise to take the time to do things right. This includes breaking down things that seem complicated in a way that just makes sense. Planning for your future and making financial decisions can be exciting. With time and the right action, almost anything is possible.
I was born and raised in the suburbs of Chicago, attended college in Orange County, attended law school in Virginia and practiced law in the Coachella Valley and Fresno. In my free time, I enjoy listening to oldies (my wife makes fun of me), studying Mandarin Chinese (and conversing poorly) and taking my comically large Newfoundland puppy for adventures (always happy to share pictures).
Although I am proud to work with clients in multiple states across the country, in October of 2021, I assumed responsibility for our firm's branch in downtown Fresno.
I am excited to see what is possible for you and your financial future and look forward to continuing to build lasting relationships with the clients I currently serve.
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- College Savings
- Business Retirement Plans
Phone NumberDavid J Soltes at (559) 492-1345
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
- Web Conferencing
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More