Our Advisors

Carlos R. Mendoza serves as President and Senior Wealth Advisor at Solano Wealth Advisors, bringing over 20 years of experience in the financial services industry. He specializes in developing and implementing personalized financial plans designed to help clients pursue long-term financial independence. In his role as Chief Compliance Officer of Solano Wealth Investment Advisors, LLC—a Registered Investment Advisory firm—Carlos oversees portfolio construction, due diligence, and the ongoing management of the firm’s model portfolios. Carlos holds a degree in Business Administration with a concentration in Finance. As a Financial Fiduciary, his credentials as a CERTIFIED FINANCIAL PLANNER® professional and Accredited Asset Management Specialist® (AAMS®) reflect his commitment to professional excellence and acting in the best interests of his clients. Outside of work, Carlos remains active in his community and enjoys golfing, supporting the San Francisco 49ers, and spending quality time with his family.

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_{Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.}

Francisco Guerra is a Wealth Advisor at Solano Wealth Advisors, bringing over a decade of experience from a major financial institution. He holds a degree from California State University, Sacramento, and is a CERTIFIED FINANCIAL PLANNER® professional, an Accredited Asset Management Specialist® (AAMS®), and an Accredited Investment Fiduciary® (AIF®), reflecting his deep commitment to professional excellence and fiduciary responsibility. Francisco is passionate about helping clients navigate complex financial decisions with clarity and confidence. His approach combines practical experience with a strong educational foundation, delivering personalized strategies tailored to each client’s unique goals. Outside the office, Francisco enjoys cheering on the San Francisco 49ers and spending quality time with his wife, Michelle.

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_{*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.}

Rufus T. Williams was the Founder of Solano Wealth Management, Inc. He dedicated his career to helping individuals and families accumulate, manage, and preserve their wealth. Rufus believed that financial independence is most effectively achieved through education, strategic planning, and integrity, principles that continue to influence the firm’s approach. Now that Rufus is retired, he enjoys spending time with family, traveling, exploring national parks, and pursuing personal interests like hiking and cooking.

*Rufus Williams is not affiliated with Solano Wealth Advisors or LPL Financial.