Luis Salinas

About Luis Salinas

With over 10 years of industry experience, Luis Salinas is the founder and Managing Partner of Salinas Wealth Management, where he provides personalized wealth management services to high-net-worth individuals and families. His professional journey is guided by the values of integrity, transparency, and a commitment to putting clients first—principles he learned early in life from working alongside his father.Disclosures:• Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to links in the \"Contact Info\". • Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • For a list of states in which I am registered to do business: WA, CA, OR, TX, AZ, NV, FL, NY, NJ, MD, CT, CL, IN

Experience

1. Managing Partner Wealth Management Advisor

   Salinas Wealth Management

   May 2024 — Present · Bellevue, WA, US

   As the Managing Partner and Founder of Salinas Wealth Management, I bring over a decade of experience in strategic wealth management, estate planning, and investment advisory services tailored to the unique needs of high-net-worth individuals and families. My firm operates on a fee-only model, ensuring that our clients receive unbiased, transparent financial advice that prioritizes their best interests without the influence of commissions or product sales.Throughout my career, I have been deeply committed to delivering exceptional, personalized financial solutions that empower my clients to achieve their financial aspirations and secure their legacies. My approach is rooted in trust, integrity, and excellence—values that I uphold in every aspect of my work.At Salinas Wealth Management, we offer a comprehensive suite of services, including investment strategy, tax-efficient planning, retirement and wealth preservation, estate and legacy planning, and philanthropic advising. We work closely with our clients to design sophisticated strategies that not only manage wealth but elevate it, ensuring financial security for generations to come.My passion for excellence and dedication to my clients\' success is what drives me every day. I am honored to guide my clients through their financial journeys, helping them navigate complex financial landscapes with confidence and clarity.

Education

• California Polytechnic State University-San Luis Obispo

  Bachelor of Business Administration (B.B.A.)

Skills

• Banking
• Risk Management
• Managerial Accounting
• Trilingual: English, Spanish, and French
• Fixed Income Securities Analysis
• Licensed Loan Originator
• Financial Analysis
• Proficient in Excel & Other Microsoft Products
• Fundamentals of Futures & Options
• Security Analysis & Portfolio Management
• Experience in Matlab, Gauss, Vba Language
• Financial Engineering & Risk Management
• Strictly Detailed & Organized in All Areas
• Credit
• Financial Modeling
• Advanced Corporate Finance
• Corporate Finance
• Financial Statement Analysis
• Finance
• Self-Managed & Self-Motivated
• Management Accounting
• Experienced Sales Professional
• Forecasting
• Unparallel Work Ethic & Time Management
• General Management & Strategy