Solomon Financial Group Team

 

David Solomon, RFC                                                       

Founder/Lead Advisor
dave@solomonfg.com

“We are not all things to all people. We specialize in helping those within ten  years of retirement and those already retired.” 

Dave is the founder and President of Solomon Financial Group, Inc. In his 23 years’ experience in the insurance and financial services industry, Dave has always focused on the unique needs and goals of the retiree community. During that time, he has had the opportunity to conduct interviews with over 2,500 retirees and build a client base well over 400 strong.

Dave holds an active Series 65 Investment Advisor License. He also holds the WA State Life, Health and Disability Insurance License, National Ethics Bureau (an organization that specifically oversees the business practices of Financial Advisors). He is former President of the North Central Washington chapter of the National Association of Insurance and Financial Advisors (NAIFA.) He has qualified for the Million Dollar Round Table (MDRT) many times.  Dave graduated from Central Washington University with a BS in Business Administration. He grew up on a small farm in Olympia, WA and served in the Army Reserve as an Infantry Trainer to new soldiers. Both the farm and the military taught him the value of working hard and taking care of others.