Beth W. Dominguez,
CPWA®, CFP®, CPA
Private WealthConsultant
Wealth Solutions, Raymond James
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. 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, a Certified Private Wealth Advisor® professional, 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).
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA” and “Certified Private Wealth Advisor.” Use of CPWA and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals. Raymond James does not provide tax advice. Please discuss these matters with your tax professional.
