Solomon Shen Email & Phone Number
Managing Principal Partner @ Synergy Wealth Alliance
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Solomon Shen Location
- Maitland, FL, US
Solomon Shen Work
- 2026 -now Managing Principal Partner @
- 2024 -now Partner @
- 2016 -2026 Co-Founder Wealth Management Advisor @
- 2016 -2026 Co-Founder @
- 2010 -2016 Financial Advisor @
Solomon Shen Education
- NexStage Consulting
-
CEPA® (Business Value Acceleration and Exiting Strategies)
2022
Solomon Shen Skills
- CEPA
- CRPC
- AIF
- Wealth Management Services
- Financial Advisory
- Retirement Planning
- Wealth Accumulation
- Hold Series 7
- Investment Strategies
- Business Planning
Solomon Shen Summary
- Solomon Shen, based in Maitland, FL, US, is currently a Managing Principal Partner at Synergy Wealth Alliance. Solomon Shen brings experience from previous roles at NexStage Consulting, Merit Wealth Advisors and Wells Fargo Advisors, LLC. Solomon Shen holds a NexStage Consulting. With a robust skill set that includes CEPA, CRPC, AIF, Wealth Management Services, Financial Advisory and more. Solomon Shen has 2 emails on RocketReach.
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