CERTIFIED FINANCIAL PLANNER™
Courtney Dominguez is a Senior Wealth Advisor at Payne Capital Management (PCM) providing ongoing comprehensive financial planning advice to clients. She works closely with individuals, families, and companies to develop personalized goal-based strategies including investment management, retirement planning, college saving strategies, and tax efficient savings plans. Courtney is a CFP® Professional and received a bachelor’s degree in Economics from New York University.
Courtney regularly appears as a financial guest on media networks such as Fox Business, Fox News, CNBC, Yahoo Finance, Reuters TV, and more. She also co-hosts Money Minutes, a video series providing quick educational financial tip insights.
Courtney actively volunteers her time to several financial organizations including Savvy Ladies, Family Reach, and Cents Ability.
On a personal note, Courtney hails from San Diego, California and her hobbies include travel, running, and yoga.
“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.”