Dominika Umali is a CFA, CFP-designated registered investment advisor at Myfi Financial, based in Pasadena, CA, with 5 years of industry experience. Dominika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Project-Based Financial Planning: Fees range from $500 to $10,000 depending on the complexity, duration, and amount of work required. The fee is negotiable.
- Hourly Financial Planning: $240 per hour. The fee may be negotiable.
Contact
Dominika Umali
Location
Pasadena, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Dominika is self-employed, tutoring STEM subjects in Pasadena, CA. Tutoring takes place after securities trading hours and takes about a quarter of her time.
Employment History
Current Registrations
Myfi Financial
Previous Registrations
Prosperity Liftoff LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams