Paul Oscar Solorzano

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2001 → 05/2024
  Lincoln Financial Advisors
  San Ramon, CA
• 05/2024 → Present
  Commonwealth Financial Network
  San Diego, CA
• 05/2024 → Present
  Aegis Consulting
  San Francisco, CA

Previous Registrations

• 2001-11-27 → 2024-05-07
  Osaic Fa, Inc.
  San Ramon, CA
  San Francisco, CA
  San Ramon, CA
  Walnut Creek, CA
  San Ramon, CA

Other Businesses

1. Fixed insurance sales; as of 05/06/2024; Less than 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, solo2000 LLC a private entity created to receive fee income and to pay all expenses for advisory business, located in San Francisco, CA as of 05/08/2024; 5% time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2001-11-19
• S63 Uniform Securities Agent State Law Examination
  1990-12-06

Designations

• Certified Financial Planner