David Solomon

Financial Planner

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: English

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About David Solomon

I invite you to contact me today for more information on my services and allow me to utilize my extensive background and affiliation with Prudential to accomplish your Financial goals.

I have lived in the San Jose area since 1967. My formal education includes a Bachelors Degree in Finance from the Univ of the Pacific and a Masters Degree in Management from Pepperdine University.

I'm Most Proud Of: Hearing from clients about how I helped improve their life using my experience and resources here at Prudential. There's nothing better!

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Financial Planner

    Prudential Securities, LLC

    February 2018 - Present | San Jose, CA

    Financial Planning, Retirement Strategies, Investments, Annuities, Life Insurance

  • Financial Advisor

    Waddell & Reed

    July 2010 - February 2018 | Campbell, CA

    Financial Planning, Retirement Strategies, Investments, Annuities, Life Insurance

The Prudential Difference

    • Variable Annuities: CA
    • Securities License: CA, OR
    • Variable Life Insurance: (CA License #0G97162)
    • Fixed Annuities: (CA License #0G97162)
    • Life Insurance: (CA License #0G97162)

David Solomon offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. David Solomon offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.