Carlos R. Mendoza CFP®, AAMS®

President and Senior Wealth Advisor
(707) 435-8400

Carlos R. Mendoza, CFP®, AAMS®, serves as President and Senior Wealth Advisor at Solano Wealth Management, 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 wife, children, and grandchildren.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark 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.

Francisco Guerra CFP®, AAMS®, AIF®

Wealth Advisor
707-435-8400

Francisco Guerra, CFP®, AAMS®, AIF®, is a Wealth Advisor at Solano Wealth Management, 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 mark 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 CFP®, ChFC®

Founder & Senior Wealth Advisor
(707) 435-8400

Rufus T. Williams, CFP®, ChFC® is the Founder of Solano Wealth Management. As a Sr. Wealth Advisor, Rufus provides financial insight to his clients, assisting them to help accumulate, manage, and preserve their wealth. He is dedicated to helping individuals and their families pursue financial freedom and believed that the appropriate education and strategy could help build legacies that would outlast lifetimes. Rufus currently resides in Fairfield with his wife and enjoys spending time with their family and friends. He is an active member of his local church, and in his free time he loves to hike, travel, and explore our National Parks. When he’s not outdoors, you can find him trying out a new recipe or reading a good book.