Solera Asset Managers

At Solera, we are dedicated to providing a unique and personalized approach to financial planning and investment management. Our team of experienced professionals is committed to helping our clients achieve their financial goals and secure their financial futures. We believe that everyone deserves to live a life free from financial stress and anxiety, and we are passionate about helping our clients achieve that freedom.

Our Story

Solera Asset Managers & Insurance Agency, LLC is an investment adviser located in Roseville, California. Our team is led by our founder and managing director, Daryl T. Seaton, who has a strong background in finance and a deep understanding of the importance of risk management. With over 15 years of experience in the financial planning industry, our team is well-equipped to provide our clients with comprehensive financial planning and investment management solutions.

Our Approach

At Solera, we take a unique and personalized approach to financial planning and investment management. We believe that every individual is unique, with their own financial goals and objectives. That's why we take the time to get to know each of our clients and understand their individual needs and circumstances. We then develop a customized financial plan that is tailored to their specific goals and objectives.

Investment Management

Our investment management services are designed to help our clients achieve their financial goals and secure their financial futures. We offer a range of investment management solutions, including:

• Investment Management: We offer a range of investment management solutions, from individual stocks and bonds to mutual funds and exchange-traded funds (ETFs).
• Retirement Planning: We help our clients plan for retirement and ensure that they have a sustainable income stream in retirement.
• Traditional Investments: We offer a range of traditional investments, including stocks, bonds, and mutual funds.
• Mortgage Financing: We offer mortgage financing solutions to help our clients purchase a home or refinance an existing mortgage.

Risk Management

At Solera, we believe that risk management is critical to achieving financial freedom. That's why we offer a range of risk management solutions, including:

• Risk Assessment: We conduct a comprehensive risk assessment to identify potential risks and develop a plan to mitigate them.
• Insurance Solutions: We offer a range of insurance solutions, including life insurance, disability insurance, and long-term care insurance.
• Estate Planning: We help our clients plan for the distribution of their assets after they pass away and ensure that their estate is transferred smoothly to their beneficiaries.

Why Choose Solera?

At Solera, we are committed to providing our clients with exceptional service and personalized attention. We believe that everyone deserves to have a financial plan that is tailored to their individual needs and goals. That's why we take the time to get to know each of our clients and develop a customized financial plan that is tailored to their specific goals and objectives.

Meet Our Team

At Solera, we have a team of experienced professionals who are dedicated to helping our clients achieve their financial goals. Our team includes:

• Daryl T. Seaton, Founder and Managing Director: Daryl has over 15 years of experience in the financial planning industry and is passionate about helping his clients achieve their financial goals.
• John DeShaw, Financial Advisor: John has over 15 years of experience in the financial planning industry and is dedicated to providing his clients with personalized financial planning and investment management solutions.
• Tammy Seaton, Operations Manager: Tammy has a lifetime of experience in the financial services industry and is responsible for the day-to-day operations of our office.

Conclusion

At Solera, we believe that everyone deserves to live a life free from financial stress and anxiety. That's why we are committed to providing our clients with exceptional service and personalized attention. We offer a range of financial planning and investment management solutions, including investment management, retirement planning, traditional investments, and risk management. We are dedicated to helping our clients achieve their financial goals and secure their financial futures.