Financial Planning Coordinator @ (October 2023 - April 2025)
Financial Planner @ (March 2023 - September 2023)
Founder and Writer @ (January 2022 - September 2023)
Business Analyst (Project Manager) @ (April 2020 - September 2023)
Category Strategy and Insights Intern @ (January 2020 - July 2020)
Strategic Insights Intern @ Cox Communications, Inc. (June 2019 - September 2019)
Dominic Wright Education
University of California, Irvine - The Paul Merage School of Business
Bachelor of Arts (B.A.) (Business Administration and Management, General)
UC Irvine
Personal Financial Planning Program
Dominic Wright Skills
Financial Planning
Retirement Planning
Tax Planning
Wealth Management Services
Dominic Wright Summary
Dominic Wright, based in Irvine, CA, US, is currently a Senior Relationship Manager at Chequers Financial Management. Dominic Wright brings experience from previous roles at Empirical Wealth Management, Karam Wealth Advisors, Briarwood Financial Planning and Gen Z Financial Planning. Dominic Wright holds a Bachelor of Arts (B.A.) in Business Administration and Management, General @ University of California, Irvine - The Paul Merage School of Business. With a robust skill set that includes Financial Planning, Retirement Planning, Tax Planning, Wealth Management Services and more. Dominic Wright has 1 emails and 1 mobile phone numbers on RocketReach.
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