Quin Solamo

Quin works closely with Koren Vining’s advisory team and alongside Zarina as part of the extended financial planning team. She supports the development of financial plans by helping advisors use planning tools thoughtfully to explore client questions, uncover concerns, and connect planning strategies to what matters most in their lives.

Her experience spans many areas of financial services, including operations, retirement plan services, trading, and branch support. This broad background allows Quin to understand how planning concepts translate into real‑world decisions and helps the team approach plans from multiple angles.

Quin’s work supports collaborative, goal‑focused planning conversations and helps ensure plans reflect both technical insight and client priorities. Quin holds a Bachelor of Science in Information Technology, maintains Series 7 and 66 registrations and an insurance license, and is currently pursuing the CFP® designation.