CERTIFIED FINANCIAL PLANNER™
Courtney Dominguez is a CFP® at Payne Capital Management (PCM). She touches base with clients on monthly and quarterly bases to ensure their accounts are properly positioned according to their needs and goals. Through these calls, she also educates her clients on their investment strategies, and the potential impact of current news from the market.
“Being a financial advisor allows me to genuinely help my clients plan for their future and lead them to the financial stability they are seeking,” says Courtney. “Every client has their own story and unique goals that we are seeking to attain. Finding out what these goals are and creating an evolving plan to achieve them not only puts my clients at ease but really gives me a sense of pleasure. Seeing my clients happy about the future they can plan on drives my work ethic.”
What does Courtney believe makes PCM stand out compared to other wealth management companies?
“Payne Capital Management has a refreshing take on wealth management that resonated with me from the moment I met the team. This is not your typical Wall Street firm, but rather a relaxed environment with relatable financial advisors who genuinely care about the well-being of their clients. In an industry where trust and relationship-building are critical, this is the team that you want on your side.”
Courtney hails from San Diego, California, and moved to New York City to attend New York University, where she majored in economics. She began working for Payne Capital as an intern while still attending NYU, then became a full-time employee after graduating. On a personal note, Courtney’s favorite hobby is traveling. She also recently ran the NYC Half-Marathon, enjoys snowboarding in the winter, surfing in the summer, and getting out for runs, hikes, and bike rides whenever she can.