Profile

Dominic Garcia

Rochester Wealth Strategies

Contact Details

Rochester Wealth Strategies

Bio

After graduating from Oakland University with a Master's Degree in Finance, Dominic began his career with a concentration on comprehensive wealth management.  He furthered his education at Walsh College by completing courses in risk management, investment analysis, income tax, estate planning, and retirement planning. 

He has achieved the designations of Financial Planning Specialist and Chartered Retirement Planning Counselor SM through the College for Financial Planning. In addition, he has completed the education requirement for the CFP®.  And in 2020, he was presented with his sixth Five Star Wealth Manager Award as announced in Hour Detroit, The Wall Street Journal, and Forbes magazine.

The creation of Rochester Wealth Strategies came from a desire to build a culture that was truly dedicated to clients and the community. Though grateful for the 11 years he spent as a Vice President and Senior Portfolio Manager for his previous firm, Dominic wanted to establish a client experience that was more personalized and one that differentiated itself from the industry. Today, he works side-by-side with his clients to help them create roadmaps for retirement, in addition to providing income and legacy planning thereafter.