Maria
Castillo Dominguez

Inspired Financial

CRD#6162011
Investment Advisor
in Huntington Beach, CA

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About this Advisor

Maria Castillo Dominguez is a certified financial planner who works in Huntington Beach, California, who has 3 years of relevant experience. Castillo Dominguez is currently employed by Inspired Financial. The advisor has gained experience at Td Ameritrade and Inspired Financial. Castillo Dominguez has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in California. Inspired Financial is a financial advisory business operating out of Huntington Beach, CA. It controls $240 million in assets across its 510 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 510 customer accounts, 75% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Inspired Financial has a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial management fees largely are based on the services provided. Fee types billed by Inspired Financial may include any combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Others

Office Location

5011 Argosy Avenue Ste. 7
Huntington Beach, CA 92649

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Inspired Financial Brokerage Details

Total Assets Under Management

$240,000,000

CA Average: $7,578,581,321
Total Number of Employees

8

CA Average: 43
Total Number of Accounts

510

CA Average: 3,727
Average Account Size

$470,588

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Maria Castillo Dominguez Work History

Maria has been registered as a financial advisor for 3 years.*

2018 - Present (6 years)

Inspired Financial

2013 - 2018 (5 years)

Td Ameritrade

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Maria Castillo Dominguez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Inspired Financial

Maria Castillo Dominguez
Huntington Beach, CA
Claire Thornton
Huntington Beach, CA
Robert Price
Huntington Beach, CA
Evelyn Zohlen
Huntington Beach, CA
Mark Prendergast
Huntington Beach, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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