With over 30 years of experience in the financial services industry, David Solomon has helped individuals and families across North Central Washington gain confidence and clarity in their retirement years. His approach is rooted in education, empowerment, and thoughtful planning. He guides clients to protect what they’ve built and create income strategies that support the life they want to live.
Through his Retirement Roadmap process, David helps clients build a clear, personalized strategy focused on the five essential areas of retirement planning: income, investments, healthcare, legacy, and taxes. He guides individuals through a thoughtful four-step process that begins with understanding their goals and current financial picture, then delivers both the planning and the financial vehicles needed to help them reach those goals. With ongoing support as life evolves, this approach empowers clients to make confident decisions and feel more prepared for the road ahead.
After serving in the U.S. Army Reserve as an infantry trainer, David carried forward his military experience and core values of integrity, leadership, and service. His passion for helping others was shaped by personal loss early in life, giving him a deep understanding of the importance of preparation and planning for the unexpected.
Originally from a small farm in Olympia, David now lives in Wenatchee and enjoys all that the region offers. When he’s not coaching workshops or working with families, you can find him hiking local trails, paddleboarding or boating at the lake with friends, being involved in his Church, or adventuring outdoors with his two English cream golden retrievers, Koda and Maya.
David believes financial planning is about more than numbers. It's about helping people live well, feel secure, and stay focused on what matters most.