Michael Domingo (BA, CFP®, CLU, CRPC®, MBA, MS)
Michael Domingo focuses in the
following client markets or areas of practice:
- Corporate Executives
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- Generation X
- Medical Professionals
- Socially Responsible Investments
- Corporate Executives
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- Generation X
- Medical Professionals
- Socially Responsible Investments
Additional Information
Mike graduated with honors from Lamar University receiving a BA in Economics. He later earned an MBA in Corporate Finance from the University of Dallas. He is a Certified Financial Planner® (CFP) practitioner as well as being a Chartered Life Underwriter (CLU), Chartered Retirement Planning Counselor (CRPC) and an Accredited Investment Fiduciary (AIF). He started his career in 1996 working in the private clients group of UBS. From there he joined Fidelity Investments working in their institutional plans group before transitioning into the firm's money management group.
Over the years Mike has established himself as a knowledgeable and respected advisor among his peers. He has been awarded numerous recognition including D Magazines Best Financial Planner ranking and 5 Star Wealth Manager as recognized in Texas Monthly magazine.
NAPFA Start Date
April 21, 2016