Contact Dominick Ruiz

Phone: (408)726-4161

Talk with Dominick

Dominick Ruiz

  • CRPC®
  • BFA™
CEO -Wealth Advisor.

Background

“I am passionate about helping clients better control risk.  Good risk management can make the difference between a life full of financial stress and one where your money is there for you when you need it.”
Dominick is the CEO -Wealth Advisor at Cypress Private Wealth. Dominick has worked with families, businesses, and foundations to develop and implement customized financial strategies through various market cycles.  Based on his client-first approach to planning and managing assets, he works closely with clients to tailor strategies to their unique needs.  His core values of trust, integrity, and superior white-glove service have helped Dominick develop lasting relationships and grow his practice to where it is today. Dominick also utilizes LPL’s open architecture platform to provide strategies that include both traditional and alternative investments.  His passion for capital markets enables him to manage portfolios aimed at preserving capital while seeking to achieve optimal returns. Dominick holds Series 7 registration through LPL Financial and the Series 66 registration through Strategic Wealth Advisors Group as well as Insurance licenses (CA Insurance License number OG24173) Dominick has also earned the Chartered Retirement Planning Counselor CRPC® designation through the College for Financial Planning and earned his B.S in Accounting at CSUEB.
Find Dominick on Social
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
brokercheck