Alyse Dominguez

To me, the heart of financial planning is the relationship I build with each of my clients. That’s why I prioritize listening over talking. Because understanding their goals, fears, and aspirations is the foundation of creating a plan that truly fits.

No two clients are alike, and no two plans should be either. I take the time to meet my clients where they are—whether they’re just starting out or preparing for retirement. Some clients prefer a high-level overview; others want to dig into the details. My role as a fiduciary is to educate and guide them, at their own pace, and in a way that makes them feel informed and empowered.

I also recognize that talking about money can be deeply personal. I strive to create a space that’s not only confidential, but completely free of judgment. Whether a client is feeling confident or uncertain, my goal is to offer clear, unbiased advice with empathy at the core.

My approach is grounded in a deep belief in the power of education. Helping clients understand their financial lives so they can make informed decisions and pass that knowledge on to future generations is one of the most meaningful parts of what I do. Every client is unique, and that’s what keeps this work both challenging and deeply rewarding. I’m driven by the opportunity to make a real impact: Whether it’s helping someone reach a major milestone or simply feel more confident about their future.

I also value that this profession keeps me learning, too. The financial landscape is always evolving, and staying curious helps me better serve the people who count on me.

CFP^®: CERTIFIED FINANCIAL PLANNER^®

ChFC^®: Chartered Financial Consultant^®

MS: Master of Science, Personal Financial Planning