
Connor Dominici, CFP®
Wealth Manager
Connor serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning. Connor has developed an in-depth knowledge of providing clients with comprehensive wealth management. His work involves guiding clients through sophisticated financial matters, including portfolio construction, tax-efficient strategies and long-term wealth planning. Connor earned a Bachelor of Science degree from California Lutheran University. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards. Connor and his fiancée, Krista, enjoy playing pickleball, exploring the outdoors and traveling internationally.
Articles by Connor Dominici, CFP®
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