Luis Salinas

Luis Salinas Email and Phone Number

CFP®, CLU®, ChFC® Wealth Management Advisor at Salinas Wealth Management @ Salinas Wealth Management
Luis Salinas's Location
Bellevue, Washington, United States, United States
Luis Salinas's Contact Details

Luis Salinas personal email

Luis Salinas phone numbers

About Luis Salinas

With over 10 years of industry experience, Luis Salinas is the founder and Managing Partner of Salinas Wealth Management, where he provides personalized wealth management services to high-net-worth individuals and families. His professional journey is guided by the values of integrity, transparency, and a commitment to putting clients first—principles he learned early in life from working alongside his father.Disclosures:• Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to links in the "Contact Info". • Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • For a list of states in which I am registered to do business: WA, CA, OR, TX, AZ, NV, FL, NY, NJ, MD, CT, CL, IN

Luis Salinas's Current Company Details
Salinas Wealth Management

Salinas Wealth Management

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CFP®, CLU®, ChFC® Wealth Management Advisor at Salinas Wealth Management
Luis Salinas Work Experience Details
  • Salinas Wealth Management
    Managing Partner | Wealth Management Advisor
    Salinas Wealth Management May 2024 - Present
    As the Managing Partner and Founder of Salinas Wealth Management, I bring over a decade of experience in strategic wealth management, estate planning, and investment advisory services tailored to the unique needs of high-net-worth individuals and families. My firm operates on a fee-only model, ensuring that our clients receive unbiased, transparent financial advice that prioritizes their best interests without the influence of commissions or product sales.Throughout my career, I have been deeply committed to delivering exceptional, personalized financial solutions that empower my clients to achieve their financial aspirations and secure their legacies. My approach is rooted in trust, integrity, and excellence—values that I uphold in every aspect of my work.At Salinas Wealth Management, we offer a comprehensive suite of services, including investment strategy, tax-efficient planning, retirement and wealth preservation, estate and legacy planning, and philanthropic advising. We work closely with our clients to design sophisticated strategies that not only manage wealth but elevate it, ensuring financial security for generations to come.My passion for excellence and dedication to my clients' success is what drives me every day. I am honored to guide my clients through their financial journeys, helping them navigate complex financial landscapes with confidence and clarity.
  • Northwestern Mutual Wealth Management Company
    Financial Advisor
    Northwestern Mutual Wealth Management Company Nov 2014 - May 2024
    Milwaukee, Wi, Us

Luis Salinas Skills

Finance Financial Analysis Banking Risk Management Credit Financial Engineering And Risk Management Advanced Corporate Finance Experienced Sales Professional Financial Modeling Forecasting General Management And Strategy Proficient In Excel And Other Microsoft Products Management Accounting Corporate Finance Security Analysis And Portfolio Management Fundamentals Of Futures And Options Fixed Income Securities Analysis Managerial Accounting Self Managed And Self Motivated Licensed Loan Originator Strictly Detailed And Organized In All Areas Unparallel Work Ethic And Time Management Financial Statement Analysis

Luis Salinas Education Details

  • California Polytechnic State University-San Luis Obispo
    California Polytechnic State University-San Luis Obispo
    Finance

Frequently Asked Questions about Luis Salinas

What company does Luis Salinas work for?

Luis Salinas works for Salinas Wealth Management

What is Luis Salinas's role at the current company?

Luis Salinas's current role is CFP®, CLU®, ChFC® Wealth Management Advisor at Salinas Wealth Management.

What is Luis Salinas's email address?

Luis Salinas's email address is nm****@****ail.com

What is Luis Salinas's direct phone number?

Luis Salinas's direct phone number is +141427*****

What schools did Luis Salinas attend?

Luis Salinas attended California Polytechnic State University-San Luis Obispo.

What are some of Luis Salinas's interests?

Luis Salinas has interest in Soccer, Stock Market, Power Tools, Health, Children, Education, Environment, Science And Technology, Human Rights, Civil Rights And Social Action.

What skills is Luis Salinas known for?

Luis Salinas has skills like Finance, Financial Analysis, Banking, Risk Management, Credit, Financial Engineering And Risk Management, Advanced Corporate Finance, Experienced Sales Professional, Financial Modeling, Forecasting, General Management And Strategy, Proficient In Excel And Other Microsoft Products.

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