San Clemente, California

Private Wealth Management & Financial Planning in San Clemente

Providing financial clarity across the nation and in your local area.

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local knowledge. all in-house.

About the San Clemente Team

The San Clemente Team delivers disciplined, institutionally informed investment management for clients seeking thoughtful portfolio construction and risk-aware strategies. Led by John Solik, the team draws on experience across global financial markets to help clients navigate complex investment environments with confidence. With a foundation in fixed income, structured products, and alternative investments, the team applies rigorous analysis and prudent decision-making to portfolio design. Grounded in market expertise and long-term perspective, the Orange County Team partners with clients to build resilient portfolios aligned with their goals and evolving needs.

services offered

  • Comprehensive wealth management

  • Investment management

  • Tax Planning

  • Trusts & Estate Planning

  • Financial Planning

  • Retirement Planning

  • Insurance

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Meet your team

  • John Solik Wealth Advisor, Managing Director headshot

    John Solik

    Wealth Advisor, Managing Director

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Request a meeting

Once we receive your inquiry, a team member will be in touch to set up your complimentary, no-obligation consultation within one business day.

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