Wilbert Dominguez, CRPC, QPFC
Senior Financial Advisor
Wilbert Dominguez QPFC, CRPC™
Senior Financial Advisor
As a Financial Advisor, I focus on offering a comprehensive approach to wealth preservation planning that begins with listening to a client’s needs and helping to ensure that every strategy is grounded in understanding what each client wants to achieve. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management- 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 - enables me to help my clients structure balanced portfolios to address their specific financial goals.
Comprehensive Investment Planning
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.
Planning for retirement
Whether you’re seeking tax-deferred growth for your personal investment portfolio or an attractive employee -benefit plan for your business, I can help you navigate an array of complex choices. I offer assistance with retirement plans, including IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.
As always, I’m dedicated to offering you the highest level of personal service along with an uncompromising commitment to integrity and looking forward to extending my services to you and your family.
Senior Financial Advisor
As a Financial Advisor, I focus on offering a comprehensive approach to wealth preservation planning that begins with listening to a client’s needs and helping to ensure that every strategy is grounded in understanding what each client wants to achieve. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management- 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 - enables me to help my clients structure balanced portfolios to address their specific financial goals.
Comprehensive Investment Planning
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.
Planning for retirement
Whether you’re seeking tax-deferred growth for your personal investment portfolio or an attractive employee -benefit plan for your business, I can help you navigate an array of complex choices. I offer assistance with retirement plans, including IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.
As always, I’m dedicated to offering you the highest level of personal service along with an uncompromising commitment to integrity and looking forward to extending my services to you and your family.