Meet the Team

David Solomon, CFP®

MANAGING PARTNER
[email protected]
917-790-7015

David has over 25 years of experience as a financial professional and is the co-founder of Carbon Wealth Advisors. He advises individuals and families on portfolio strategy, investment selection, and long-term financial planning.

He spent the majority of his career at Goldman Sachs, where he was a client portfolio manager on the U.S. equity growth team, focusing on portfolio construction and investment strategy. He also led the defined contribution team within Goldman Sachs Asset Management, advising institutions, financial advisors, and businesses on optimizing retirement plan investment outcomes.

Prior to co-founding Carbon, David was part of a wealth advisory team at Ayco, where he worked directly with clients on comprehensive financial planning.

David received his undergraduate degree in finance from Rutgers University School of Business. He is a CERTIFIED FINANCIAL PLANNER^® professional and holds his Series 66 registration with Mariner Platform Solutions, LLC, a registered investment adviser.

David lives in Livingston, New Jersey, with his wife, Laurie, and their three children, Jacob, Marisa, and Liam. He enjoys biking, pickleball, traveling, and spending time with family. A lifelong sports fan, he follows the New York Knicks, Rutgers basketball, and the New York Jets.