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Rafay K
CFA®, Series 66
Irvine, CA
Solomon and Associates LLC
Rafay Khalid is a CFA® charterholder and holds the Series 66 credential, with five years of experience at Solomon and Associates LLC. His prior work includes a position at XAI LLC and a longstanding role as a Senior Industry Analyst at GCS Risk Management. Outside the advisory business, he is involved in risk analysis and holds membership roles in accounting and insurance entities. Solomon and Associates provides investment management and financial planning services to individuals, families, small businesses, trusts, and charitable organizations. The firm employs a discretionary investment approach guided by client-specific policy statements, utilizing asset allocation, fundamental and technical analysis, and strategic use of derivatives and borrowing in client accounts.
Eric H
Series 63, Series 65
Irvine, CA
Solomon and Associates LLC
Eric Henrickson is a financial advisor at Solomon and Associates LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Solomon and Associates since 2021. Henrickson also serves as a professor at Argosy University and is president of Build America Management Company. Solomon and Associates provides discretionary investment management and financial planning services to individuals, families, trusts, charitable organizations, and small businesses. The firm uses asset-allocation driven strategies and employs fundamental, technical, and charting analysis to manage portfolios on a discretionary basis.
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