Michael A. Solari
SOLARI FINANCIAL PLANNING
Goffstown, NH
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CRD#: 5702111
Professional summary
Michael Anthony Solari, CFP® is a registered financial advisor currently at SOLARI FINANCIAL PLANNING, LLC located in Goffstown, New Hampshire.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Michael has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Biography
I have been fortunate throughout most of my career that my focus has been on building comprehensive financial plans for families. When I started, I worked for a fee-based advisory firm in New Hampshire but noticed a lack of fee-only planners in the area. Because I strongly believe in being a fiduciary, I left my job, with no clients, to launch Solari Financial Planning. It wasn’t long after that my wife, Tracy, and I learned that we were expecting our first baby.
It took working another job from 4-8 a.m. and good financial planning and investment decisions to pay off. I look back and wouldn’t change a thing. Today, I work with mid-career professionals and high-income earners who want to grow their wealth and prepare for retirement. I use the lessons I learned growing my practice, my passion, and my ability to recognize value to help my clients build secure financial futures.
Along with my CFP® designation, I also hold a master’s degree in finance. I volunteer with the National Association of Personal Financial Advisors (NAPFA) and am a founding member of the XY Planning Network.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Insurance Planning
Estate Planning
Education Planning
Employee and Employer Plan Ben...
Tax Planning
Do you have an area of expertise or specialization?
AUM
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Anthony Solari's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
May 17, 2013 - Present
SOLARI FINANCIAL PLANNING, LLC
RIA
CRD#: 167118
Goffstown, NH
Past
February 25, 2010 - March 20, 2013
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
MANCHESTER, NH
Past
October 14, 2009 - March 20, 2013
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
MANCHESTER, NH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(5/22/2015)
IAR
New Hampshire(5/17/2013)
IAR
Texas(2/8/2017)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SOLARI FINANCIAL PLANNING, LLC
SOLARI FINANCIAL PLANNING, LLC | SOLARI, MICHAEL ANTHONY
CRD#: 167118 / SEC#:
Massachusetts
Registered Investment Advisory firm - (5/22/2015 Approved)New Hampshire
Registered Investment Advisory firm - (5/17/2013 Approved)Texas
Registered Investment Advisory firm - (1/31/2017 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Goffstown, NH
Mailing Address
3 Executive Park Dr. Suite 239, Bedford, NH 03110
Phone number
(603) 305-0302
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 16,313,071 |
Red Flags
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