Dominic A. Oteri
Wealth Advisor @Fpa - Paragon Team
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WORK HISTORY
Wealth Advisor @Fpa - Paragon Team
West Chester, PA, US
CERTIFIED FINANCIAL PLANNER™ professional.• Manages relationships for a select group of clients.• Coordinates all wealth plans for our clients and manages planning platform, WealthVision®.• Concierge to on-boarding all new clients. • Conducts investment and portfolio research. Research through Morningstar Advisor, S&P MarketScope Advisor Suite, and LPL Research.• Manages relationships for all internal and external wholesalers. Organizes the flow of investment research and data for current and prospective investments. • Executes trades, rebalances and portfolio reports.
EDUCATION
La Salle University
B.S.A.
ABOUT DOMINIC A. OTERI
The FPA Wealth Management team is dedicated to providing \"advice that changes lives\" to a select group of families, executives and business owners. We guide you down the path towards your goals by offering personal services, sophisticated strategies and independent advice, just as we have done for families, and companies like yours for the past 40 years. We invite you to learn more about how we can help you work towards your goals and pursue your passions\"Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and FPA Wealth Management are separate entities from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which the financial consultants affiliated with FPA Wealth Management are registered to do business, please visit
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