Amicable and analytic, Dominic provides support and services working alongside the excellent team here at Atlantic Planning. His past experiences allowed him numerous windows into various stages of the financial planning world- so while his general responsibilities relate to client outreach, plan data validation, and plan preparation, he understands the greater picture of financial planning and can help clients at every stage of their journey.
Dominic earned a BA in Applied Mathematics at the University of Massachusetts, Amherst. Additionally, in his time in the financial industry he has also obtained his Series 7 and 66 licenses.
A proud New Englander, Dominic has always loved the Boston area. He enjoys swimming and traveling, hoping in particular to discover hidden gems in the other New England states. When at home, he enjoys reading and foreign cinema, especially Polish films as a way of connecting with his heritage.
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Bucket List Vacation
Mongolia
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Favorite Food
Truffle & Sausage Risotto
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Best Sports Team
Anything New England
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Something You Can't Live Without
My family
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Favorite Part of Your Day
Evening workout
