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-aware guidance for their equity compensation and long-term wealth planning. Many of my clients manage demanding careers and complex compensation packages that include RSUs, ESPPs, and stock options, and they are looking for thoughtful, coordinated financial advice. As a fee-only fiduciary and founder of Valoria Wealth Management, I provide comprehensive financial planning that integrates equity compensation strategy, tax planning, investment management, retirement planning, financial independence planning, and career transitions such as promotions, acquisitions, and liquidity events. My approach is designed to bring clarity to complexity. I help clients understand how their equity compensation, taxes, investments, and cash flow work together so they can make informed decisions as their careers and wealth evolve. Planning is proactive and coordinated, particularly around stock compensation and major financial events. As a solo advisor, clients work directly with me throughout the relationship. I value responsiveness, transparency, and clear communication so that clients feel supported and well informed at every stage. My mission is to help women in tech build wealth intentionally and move forward with confidence.

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