Vice President of Relationship Management | Partner | Financial Advisor
Dominic is a partner at NEXT Retirement Solutions and has worked at the firm since 1999. His efforts are focused on serving the corporate retirement plan marketplace and overseeing the firm’s relationship managers.
Dominic finds great fulfillment in helping people with what many feel are very difficult and daunting topics of retirement plans and retirement planning. Serving and educating clients is very rewarding to Dominic and has allowed him to build many long-standing relationships over the years.
His goal for each client is to create a customized plan that fits their unique needs and situation. He wants them to have a good foundation of knowledge about their plan and for their participants to have the opportunity to “retire their way.”
Dominic first began working with our team as an intern while in college. He joined us full time at A.G. Edwards, which subsequently became Wachovia and Wells Fargo Advisors after a merger and acquisition. Dominic earned a bachelor’s degree in arts and sciences from the University of San Diego. Dominic also holds Series 7 and 63 licenses.
Originally from Cupertino, California, Dominic lives in Encinitas with his wife and three children. Dominic spends his free time enjoying sports, traveling with his family, volunteering at his church and children’s Catholic school, and volunteering with multiple childhood cancer charities.