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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Domenick D'Andrea, AIF, CRC, CPFA
Co-Founder/Financial Advisor at Dandarah Wealth Management
Speaker

Profile

Domenick D’Andrea is a Co-Founder and Financial Advisor at DanDarah Wealth Management. Domenick has specialized in investment advisory and financial planning to meet the specific needs of pre-retirees, retirees, and small business owners, with over 29 years of industry experience. DanDarah Wealth Management represents the culmination of an approach that combines responsible fiduciary services, excellent client service and innovative thinking. Domenick accomplishes this through utilizing and integrating new technological integrations.

Domenick D’Andrea is an Accredited Investment Fiduciary, AIF®, a Certified Retirement Counselor, CRC®, and a Certified Plan Fiduciary Advisor, CPFA®, and he utilizes these designations in building his knowledge through annual training and CE to help serve his clients. He is also serving on the Certification Governing Commission Board as the Vice Chair for the CPFA®.

Domenick believes that giving back to the community is vital. He is currently volunteering regularly with the Green Bronx Machine and Stars of Hope. He has spoken at numerous industry conferences, podcasts, and webinars on a variety of industry topics. His passions include spending time with his wife Lori, two children Christian and Alexa, and dog Cooper, Travel, and Photography.

Agenda Sessions

  • Tech Stack(ed) For Growth: A Case Study in Client Experience

    1:50pm