Orosco, Dominguez and Ruiz

Dario Orosco (CRPS™) is an experienced Financial Advisor with Wells Fargo Advisors in the Ventura County Area.  Dario has been in the Financial Services Industry for over 19 years.

Dario’s passion is to work with clients and business owners to provide best Investment Planning and Comprehensive Wealth Management Solutions to help client’s meet Investment and Retirement Goals.  

Prior to joining Wells Fargo Advisors, Mr. Orosco was with JPMorgan Chase for 10 years.  Dario’s career at JPMorgan Chase was focused in the Affluent Segment in New York City, as a Financial Advisor; and from there he went on to take new challenges as a successful Financial Advisor in different  areas in the country- expanding his Financial Advisors skills and Wealth Planning abilities. 

Mr. Orosco earned his Bachelors in Business Administration with a Minor in Economics from Saint Mary’s College of California, in Moraga, East of San Francisco.  Dario pursued higher Education in Financial Planning and completed a Certified Financial Program at Pepperdine University, Dalton School of Education, in California. 

Mr. Orosco enjoys providing superior Retirement Planning Services in the 401K and Deferred Compensation area for Business owners.  True to his commitment to serve this retirement segment, Dario has obtained The Chartered Retirement Planning Specialist Certification (CRPS).  Dario is an International Films lover.  Dario also enjoys nature habitats around the Coast, Wetlands and Ocean.  Dario is married to Susann and currently have a child, Jonathan.

California Insurance License 0E12636, Resident State: CA

Wilbert Dominguez QPFC, CRPC™

Senior Financial Advisor

As a Senior Financial Advisor, I believe that investment and wealth planning is more than numbers—it’s about understanding people. I take a comprehensive, client-first approach to wealth preservation and retirement planning strategies, beginning with a conversation about your goals, values, and vision for the future. My mission is to deliver personalized financial advice and portfolio management with integrity, clarity, and a deep commitment to service.

With over 18 years of experience in financial services, I’ve helped clients navigate both calm and turbulent markets. That experience has taught me the importance of building resilient, goal-oriented strategies that adapt as life changes. Whether you're planning for retirement, managing your investments, or preparing for the next chapter, I’m here to help you make informed decisions with confidence.

My Areas of Focus

Retirement Planning & Income Strategies
I help clients prepare for and transition into retirement with confidence. From IRAs and Roth conversions to pension plans and options with 401(k) savings plans, I design income strategies that are designed to be tax-efficient, sustainable, and tailored to your lifestyle and legacy goals.

Investment Management & Portfolio Design
I build customized portfolios based on your long-term objectives and risk tolerance. My approach is disciplined and proactive, helping ensure your investments stay aligned with your goals through changing market conditions and life events.

Tax-Efficient Wealth Preservation Strategies
Preserving wealth requires thoughtful planning. I help clients minimize tax exposure and preserve assets across generations through strategic distribution planning, capital gains management, and estate-conscious investment decisions.

Small Business Retirement Solutions
For business owners, I offer guidance on retirement plans such as SEP IRAs, SIMPLE IRAs, Keogh plans, and profit-sharing plans. My goal is to help you create flexible, effective solutions that support both your business and your personal financial future.

Ongoing Investment and Wealth Planning & Relationship Management
Investment and Wealth planning is a lifelong journey. I’m committed to being a long-term partner—adjusting strategies as your needs evolve and providing consistent, responsive support every step of the way.

I am committed to delivering excellent service with the highest standards of integrity. It’s my privilege to support you and your family, and I look forward to providing thoughtful, personalized financial guidance as we work together toward your goals.

California Insurance License 0H03948, Resident State: CA

Bank Financial Advisor

As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management ideas - delivered with the highest level of personal service and professional integrity.

With 16 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - helps enable me to help my clients structure balanced portfolios to address their specific financial goals.

The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.

I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. In addition to helping my clients, I am committed to helping my community. I am currently involved with Food Share of Ventura County. Away from the office, I also enjoy coaching youth soccer. My wife Myra and I live in Oxnard with our three daughters, Giselle, Sofia and Annaleah.

I welcome the opportunity to work with you to learn more about your current financial situation, as well as any future financial needs you anticipate.

California Insurance License 0M96986, Resident State: CA