Home > Sam Dominguez, AWMA®, CRPC®

Sam Dominguez, AWMA®, CRPC®

Wealth Manager, Partner

Sam 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.

With more than 15 years of experience, Sam has spent the majority of his career in the financial services industry and has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Sam worked for an independent investment management firm as an investment consultant.

Sam earned a Bachelor of Arts degree in Science from the University of Missouri-Columbia. He is also a Chartered Retirement Planning Counselor℠ professional and an Accredited Wealth Management Advisor℠ professional, as designated by the College for Financial Planning®.

Sam and his wife, Sarah, have three children: Isaac, Eva and Norah. In his spare time, Sam enjoys music, cooking, home improvement projects and spending time with his family.

*See all Creative Planning disclosures and sources.

 

Prefer to discuss over the phone?
833-416-4702