Dominic Corleto
Senior Institutional Consultant, Managing Director – Investments
Dominic joined Wells Fargo Advisors in 2008 and is responsible for providing investment advisory services to select retirement plans and private clients. Prior to joining the firm, Dominic managed a Wells Fargo Bank lending office in the San Francisco Bay Area. He has worked in financial services since 2002. Outside of the office Dominic enjoys spending time with his wife and their three children, playing and coaching basketball, swimming, cycling, running, and triathlons.
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"Money is one of the most intimate topics and to be entrusted with that information, it’s an awesome responsibility, one we don’t take lightly. Never would have dreamt that we would be so blessed to get to do what it is that we do and serve the people that we serve as a team and do that with our friends."
Overview
Education
Bachelor of Science degree in Mathematics and Political Science from the University of Oregon
Industry Designations
C(k)P - Certified 401k Professional
CRPS – Chartered Retirement Plans Specialist
CRPC – Chartered Retirement Planning Counselor
AIF – Accredited Investment Fiduciary
IPFC – Institutional Plan Fiduciary Consultant
Industry Involvement
National Association of Plan Advisors (NAPA), 401k Summit
Agenda Steering Committee, NAPA 401k Summit (Former member)
Washington, DC Fly-In Forum
American Retirement Association
Defined Contribution Leaders Forum
Awards & Recognition
Forbes Top Next Generation Wealth Advisors (2018)
Forbes Best-in-State Wealth Advisors (2019, 2020 and 2021)
National Association of Plan Advisors – Top Plan Advisors Under 40 (2018)
Community Involvement
University Fellowship Church
YMCA
Kidsports
The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The National Association of Plan Advisors (NAPA) Top 100 Retirement Plan Advisors Under 40 AKA “Young Aces” and “Young Guns” were nominated for consideration by NAPA BD/RIA Firm Partners, and selected based on previous year’s information about the practice, experience, and accomplishments as provided by nominees by a panel of industry experts chosen by NAPA. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
CA Insurance License #: 0F98235. Resident state: CA