Solana Investment Solutions

We are a fiduciary, fee-only financial planning and investment management firm that specializes in helping families and individuals plan for buying a home in San Diego, whether you're a first-time homebuyer, upsizing with a growing family, or downsizing into retirement. We provide comprehensive financial planning, and we manage more than $500 million, striving to identify investment managers that can deliver above-benchmark returns for our clients.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

2305 Historic Decatur Rd Ste 100 San Diego, CA 92106-6071 Phone: (619) 231-9102

Primary Office

2305 Historic Decatur Rd Ste 100 San Diego, CA 92106-6071 Phone: (619) 231-9102