CFP®, MS, MBA, AIF®
Cadence Financial Advisors, LLC
President, Wealth Manager
Fee-Only financial planner located in Plano, TX, serving clients locally and across the country
Mike graduated with honors from Lamar University receiving a BA in Economics. He later earned an MBA in Corporate Finance from the University of Dallas. He is a Certified Financial Planner® (CFP) practitioner as well as being a Chartered Life Underwriter (CLU), Chartered Retirement Planning Counselor (CRPC) and an Accredited Investment Fiduciary (AIF). He started his career in 1996 working in the private clients group of UBS. From there he joined Fidelity Investments working in their institutional plans group before transitioning into the firm's money management group.
Over the years Mike has established himself as a knowledgeable and respected advisor among his peers. He has been awarded numerous recognition including D Magazines Best Financial Planner ranking and 5 Star Wealth Manager as recognized in Texas Monthly magazine.
Mike and his family live in Plano, Texas.
Michael Domingo is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Offering expert financial planning and investment management tailor-made for you and your life goals.
Understanding your unique and complex situation is the first step in developing a customized financial plan. Taking extra time to understand you and your circumstances beyond traditional financial matters is key to delivering superior services. It also helps to ensure you’re moving toward a more financially secure and promising future.
Our mission is simple: To provide personalized financial advice that minimizes our clients' financial concerns and maximizes their security.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Michael Domingo is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Michael Domingo is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Michael Domingo is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Michael Domingo is an Accredited Investment Fiduciary® (AIF)
Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.
Michael Domingo is a Chartered Life Underwriter® (CLU®)
A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
Contact Michael Domingo
101 E Park Blvd.
Ste . 600
Plano, TX 75074