about us
At Domask Wealth Management, LLC we strive for ethical and trusted relationships where we always put the client's needs first. Our clients enjoy peace of mind, balance in their lives and exceptional customer service. Our goal is to provide honest, objective and complete financial service advice.
Dean Domask is the founder and owner of Domask Wealth Management. He advises individuals, families, and business owners in wealth management. Prior to starting Domask Wealth Management, Dean worked for Charles Schwab for 13 years and has been in the finance industry for over 24 years. He last served as Vice President and Schwab Private Client advisor. Dean is a CERTIFIED FINANCIAL PLANNER™ and is a member of the Financial Planning Association of Greater Phoenix.
Dean graduated with a Bachelor of Science from Northern Arizona University. Originally from Wausau, Wisconsin, raised in Tucson, Arizona, he resides in Phoenix, Arizona with his wife Jeannette and two daughters Mya and Sasha. The Certified Financial Planner (CFP®) designation is a voluntary certification that is recognized in the United States and a number of other countries for its (1) high standard of professional education, (2) stringent code of conduct and standards of practice, and (3) ethical requirements that govern professional engagements with clients.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
- Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board's studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor's Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). The CFP Board's financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
- Pass the comprehensive CFP® Certification Examination. The examination, administered in ten hours over a two-day period, includes case studies and client scenarios designed to test one's ability to correctly diagnose financial planning issues and apply one's knowledge of financial planning to real world circumstances;
- Complete a minimum of three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
- Agree to be bound by CFP Board's Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.
Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:
- Complete thirty hours of continuing education hours every two years, including two hours related to the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
- Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, LLC. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
