Advisor at Schwab Wealth Advisory
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Firm
Schwab Wealth Advisory
Location
Phoenix, AZ 85044
Credentials
Series 66
Industry experience
6 years
Delfinaa Solanki is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds the Series 66 designation and previously worked at Merrill for ten years before joining Schwab in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth-management services to Schwab brokerage clients who meet program eligibility requirements. The firm’s recommendations are based on Schwab’s asset-allocation models, risk-tolerance frameworks, and proprietary research tools, offering access to financial planning, trade execution, and custody services.
Based on Schwab Wealth Advisory
Account minimum: $500,000
8040 South 48th Street
Phoenix, AZ 85044
Arizona · Texas
Charles Schwab
2025 - Present (1 year)
Schwab Wealth Advisory
2025 - Present (1 year)
Merrill
2015 - 2025 (10 years)
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Is not active or affiliated with:
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They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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