Antonio Dominguez
Sr. Financial Planner at Sourjohn-Kim Retirement Solutions, LLC
- Role
- Senior Financial Planner at Sourjohn-Kim Retirement Solutions, Llc
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Antonio Dominguez
I take the time to listen to my clients’ personal financial needs. By understanding their…
Experience
Senior Financial Planner
Sourjohn-Kim Retirement Solutions, Llc
Sep 2017 — Present
The financial planning approach I utilize integrates my clients’ objectives into a personalized plan that can be updated as life changes occur. Combining sophisticated proprietary investment planning tools with professional resources helps match their objectives with customized solutions.Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
Education
Chapman University
Bachelor’s Degree, Communication-PR/Mass Media(tv-film)
1978 — 1982
Loyola Marymount University
Master of Business Administration (M.B.A.), Finance
1991 — 1999
Skills
- Strategic Leadership
- Marketing
- Strategic Financial Planning
- Financial Analysis
- Human Resources
- Strategic Planning
- Business Continuity Planning
- Disability Insurance
- Risk Management
- Portfolio Management
- Management
- Investments
- Estate Planning
- Income Protection
- Insurance
- Process Improvement
- Sales
- Budgets
- Finance
- Long-Term Care
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