Chris Dominguez
Private Wealth Advisor and Retirement Plan Consultant at Element Wealth Management
- Role
- Private Wealth Advisor at Element Wealth Management
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Chris Dominguez
California Insurance Lic. 0K32922 Putting together a plan to meet your financial…
Experience
Private Wealth Advisor
Oct 2023 — Present · US
Skills
- Buy-Sell Agreements
- Pension Plans
- Wellness Programs
- Survivor Income
- Informal Business Valuation
- Executive Benefits Strategies
- Key Person Insurance
- Term Life Insurance
- Estate Planning
- Universal Life Insurance
- Asset Allocation
- Mutual Funds
- Dental Insurance
- Tax-Deferred Savings
- Charitable Giving
- Long-Term Care Insurance
- Split Dollar Plans
- Annuities (Variable & Fixed)
- Buy-Sell Review
- Whole Life Insurance
- Series 6 and 63 Registrations
- Disability Income Insurance
- College Funding Strategies
- Deferred Compensation Plans
- Business Overhead Expense
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