Dominick Matteo, CFP®

Senior Advisor Associate

Dominick serves as a senior advisor associate in our New York office, working with the broader advisor team in managing client relationships and supporting them in the financial planning process.

Developing a foundation of industry knowledge through Virginia Tech’s financial planning program, he is now a Certified Financial Planner with several years of experience at multiple wealth management firms.

An avid Hokies and Yankees fan, Dominick also enjoys traveling and staying active in his spare time.

Previous Experience

  • Paraplanner at Novi Wealth Partners, LLC (formerly Private Wealth Management Group, LLC)
  • Financial Planning Intern at Private Wealth Management, LLC
  • Summer Intern at Bleakley Financial Group

Education & Credentials

  • BS, Virginia Polytechnic Institute and State University, Finance – CFP® Certification Option
  • Certified Financial Planner
  • Series 65 license
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.