Dominique Donovan, CDFA, CRPC

My practice coordinates the investment planning needs of select families, corporate executives, professionals, and individuals undergoing key life changes - such as divorce, widowhood, and retirement. With the complexity of balancing careers, children, and elderly parents, I customize strategies that simplify and clarify financial goals. My approach prioritizes exceptional service, clear communication, and education. I work with clients to establish goals in three key areas: Fundamental, Significant, and Visionary, creating a customized "Financial Success Framework" using our firm's eMoney planning software to guide them step-by-step. With access to Wells Fargo Advisors' comprehensive resources, I leverage top research and money management expertise. When appropriate, I collaborate with clients' tax advisors, estate attorneys, and other professionals to ensure their financial strategies are cohesive and customized to their specific goals. I look forward to working with individuals who: - Are facing life transitions such as divorce, widowhood, or retirement - Are executives seeking tailored financial guidance - Are professionals interested in setting up a 401k, SEP, or Simple Plan - Would like a second opinion on their portfolio Credentials - Chartered Retirement Planning Counselor (CRPC) - Certified Divorce Financial Analyst (CDFA) - NMLS 881316 - FINRA Series 7, 66, 9, and 10