Maria Castillo Dominguez (CFP®)

Maria Castillo Dominguez focuses in the
following client markets or areas of practice:

  • AUM
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs

Planning Specialties

Women in Tech Financial Planning Equity Compensation (RSUs, ESPPs, ISOs, NQSOs) Stock Option Strategy and Tax Planning Tax Planning for Tech Employees High-Earning Women Financial Advice Fee-Only Fiduciary Planning Financial Independence and Retirement Planning Investment Management for Women Cash Flow and Lifestyle Planning Career Transitions (Promotions, IPOs, Acquisitions, Liquidity Events) Deferred Compensation Planning Personal CFO Support for Women in Tech Women-Centric Goal Setting and Financial Organization

Additional Information

I serve high-earning women in tech across the United States who want clear, tax-smart guidance for their equity compensation and long-term wealth. My clients often manage demanding careers and complex RSUs, ESPPs, and stock options, and they want a financial planner who helps them make confident, intentional decisions. As a fee-only fiduciary and founder of Valoria Wealth Management, I specialize in comprehensive planning for RSUs, ESPPs, ISOs, NQSOs, deferred compensation, tax planning, investment management, retirement and financial independence, and career transitions such as promotions, acquisitions, and liquidity events. My approach is designed to remove overwhelm and give you clarity. You receive a plan that makes your equity compensation, taxes, investments, and cash flow easy to understand and act on. I help you avoid costly mistakes with RSUs and stock options, reduce your tax burden, stay organized through job changes, and make informed decisions with your wealth as your career evolves. As a solo advisor, you work directly with me at every step, no handoffs, no receptionists, and no waiting for callbacks. You receive consistent, personal support from the advisor who knows your goals, your numbers, and your life in detail. My mission is to help women in tech feel clear, confident, and fully in control of the wealth they are building.

NAPFA Start Date

September 05, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3355 E Point Dr Miami, FL 33026 Phone: +1 (305) 740-1660