Dominic V. Privitera, CFP®, CRPC®
Owner, Wealth Planner
My passion in both my personal and professional life is driven by my unwavering desire to empower people to take charge of their lives, instilling in them the ability to live a less vulnerable and more fulfilling life. My ambition is to own every opportunity this world has to offer, and what defines me is the desire to ensure the people in my life experience the same; my family, my friends, my clients.
For me, helping people to pursue their financial independence is extremely rewarding. My greatest strength is the ability to believe with certainty that more exists, that by filtering through the good ideas we can focus on the best. I truly enjoy the task of understanding each and every client's different wants, needs, resources and challenges. Creating and executing distinct financial plans has been my greatest passion throughout the course of my career thus far.
I have over 17 years of strategic planning experience split between my time in the corporate world and working one on one with my clients. My years of experience, training and building key relationships have allowed me to establish Total Wealth Planning as a full service financial planning firm within the industry. I am a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning Counselor, and I hold the Series 7, 65 and 63 licenses through LPL Financial. I am a Registered Representative and an Investment Advisor Representative of LPL Financial I graduated from the University of Central Florida with a Bachelor of Arts degree in Business Administration.
In my personal life, my passion is my family. I enjoy spending as much time as physically possible with my wife and children, as well as the rest of my family. When all is said and done, I will measure my success by how many laughs and good times I shared with the people I love the most.
CRPC conferred by College for Financial Planning.