Dominic A. Oteri, CFP®
Associate Wealth Advisor - FPA Wealth Management Advisory Team
Dominic is a member of the FPA Wealth Management team since 2013 after beginning his career at The Vanguard Group. Dominic is responsible for the relationship management of a select group of clients. Dominic coordinates all wealth plans for our advisors and manages our planning platform, WealthVision®. Additionally, Dominic is also responsible for assisting the advisors with investment and portfolio research, reporting and trading.
Dominic, an Investment Advisor Representative under Private Advisor Group, is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). He holds FINRA Series 6, 63, and 65 registrations, registered through LPL Financial and holds a Life, Annuity and Health Insurance license for the state of Pennsylvania. Dominic is a proud graduate with a Bachelor of Science degree in Finance with a minor in Risk Management & Insurance from La Salle University