Maria Castillo Dominguez
Advisor at Valoria Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Valoria Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
I serve women in tech nationwide who want clear, tax-smart guidance for their equity compensation and long-term wealth. My clients navigate demanding careers, complex RSUs and stock options, and sometimes life transitions, and they want a partner who makes their financial life feel easier.
As a fee-only fiduciary and founder of Valoria Wealth Management, I help women across the United States confidently manage: • RSUs, ESPPs, ISOs, NQSOs • Tax-efficient planning and investing • Cash flow and lifestyle design • Retirement and financial independence planning • Career transitions, promotions, and liquidity events
I simplify complexity, remove the overwhelm, and help women build real wealth so they can protect their time, expand their opportunities, and design a life with more freedom and purpose.
If you are a woman in tech looking for a clear, strategic, and empowering approach to your finances, I would love to support you wherever you live in the United States.
Welcome to Valoria Wealth Management! Maria
AUM: 1%
Hourly: $300
Monthly: $600
Quarterly: $1,800
Fee based on complexity and AUM
Valoria Wealth Management, LLC
2024 - Present (2 years)
Apella Capital, LLC
2023 - 2024 (1 year)
Inspired Financial
2020 - 2023 (3 years)
Inspired Financial
2018 - 2020 (2 years)
TD ameritrade
2016 - 2018 (2 years)
TD ameritrade
2013 - 2016 (3 years)
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