About Nikki
Since 2019, Nikki Solis has been helping clients understand what they need to prepare for and protect.
After graduating from La Sierra University with a Bachelor of Science in Biomedical Science, she shifted focus to finance where she became an analyst. She later transitioned to a client advising role where she took her holistic education of medicine and applied it to help her clients have a holistic, comprehensive financial planning approach. She remains committed to staying on top of industry trends and opportunities and maintains the Chartered Financial Consultant (ChFC®) designation. She also holds the FINRA Series 6 and 63 registrations and life & health insurance licenses.
Nikki was born and raised in Southern California. She enjoys traveling, sports, and all types of food.
Nikki is a member at Anaheim Hills Golf Course. She is a member of St. Paul the Apostle Catholic Church in Chino Hills.
Community Involvement
Nikki is proud to give back to the community by donating and volunteering with non-profit organizations.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
NEGU
NEGU encourages every kid fighting cancer to Never Ever Give Up! Their mission is to connect with families, bring awareness to their stories, offer them a network of helpful resources and send the entire family continual doses of encouragement throughout their journey.
Here are my areas of expertise
Financial Planning
Retirement Planning & Income Strategies
Multigenerational Planning
Estate Planning
Education Planning & Funding
Insurance Protection Strategies
Disability Planning
Life Insurance Strategies