Beth Dominguez,

Beth offers her clients a wealth of financial experience gained from a career that spans more than 25 years. It includes roles as a financial advisor, CPA and wealth management consultant. As a Wealth Management Specialist, Beth supports financial, investment and wealth management advisors, both experienced and new to the high-net-worth area.

She focuses on those advisors seeking to build or enhance their practice by concentrating on issues relevant to high-net-worth clients and prospects. Ultimately, she provides services that will help advisors enrich their practices, increase production, develop niches and provide effective solutions.

Her expertise includes financial and retirement planning, trust and charitable planning, personal income and estate tax planning, and tax mitigation strategies. Beth attended Florida Atlantic University, where she majored in accounting and earned her bachelor’s degree in business administration. She also is a designated CPA and a Certified Financial Planner^™ professional. Beth holds Series 6, 7, 26, 63 and 65 securities licenses, as well as Florida life and variable annuity licenses.

She is a member of the Financial Planning Association (FPA), Investment Management Consultants Association^® (IMCA), the American Institute of CPAs (AICPA) and the Florida Institute of CPAs (FICPA). She has most recently completed advanced education in business owner exit planning.

Beth and her husband have six children and a growing number of grandchildren. She’s actively involved in her church and participates in, as well as supports, the Good News Club, a faith-based, after-school program.