Maria Castillo Dominguez, CFP®, EA
Financial Planner for Women in Tech | RSUs, Stock Options, Tax-Smart Equity Plan
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Serving Clients Nationwide
Financial Planner for Women in Tech | RSUs, Stock Options, Tax-Smart Equity Plan
Areas of Focus
- Compensation Planning
- Employee Stock Options
- Equity Compensation Options
- Tax-Smart Accumulation Planning
- Women & Wealth
About Maria Castillo Dominguez, CFP®, EA
I am a fee-only CERTIFIED FINANCIAL PLANNER® professional and Enrolled Agent specializing in equity compensation planning for high-earning women in the tech industry. My expertise includes RSUs, ESPPs, ISOs, NQSOs, stock option exercise strategies, AMT planning, equity diversification, and tax-efficient wealth building for women with complex compensation packages.My clients choose to work with me because they want a financial planner who understands the realities of working in tech: complex equity compensation, high income, limited time, and the need for clear, actionable guidance. I provide comprehensive planning that integrates equity compensation, tax strategy, investments, retirement planning, mega backdoor Roth strategies, backdoor Roth IRAs, HSA strategies, and long-term financial independence planning.
If you are a high-earning woman in tech looking for a financial planner who specializes in equity compensation and tax-efficient wealth strategies, I would be honored to support you!
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
Affiliations
- CFP Board
- Fee Only Network
- Financial Planning Association
- Foundation for Financial Planning
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
Cooper City, FL, 33026
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the “Book Intro Call” button above to schedule a complimentary thirty-minute consultation, or email me directly at maria@valoriawealth.com. This initial conversation is an easy way for us to connect, explore your goals, and see whether my approach is the right fit for what you need. You will also have an opportunity to learn more about how I work, what the planning process looks like, and how I help high-earning women in tech make confident, tax-smart decisions. I look forward to speaking with you!Offers Investment Management
Yes
About Valoria Wealth Management
I created Valoria Wealth Management to help high-earning women in the tech industry get clear, organized, and tax-efficient strategies for their equity compensation. Many of my clients manage RSUs, stock options, ESPPs, recurring vesting schedules, and concentrated stock positions while navigating demanding roles and limited time. My firm is designed to give them straightforward guidance that simplifies these decisions and avoids costly tax mistakes.As a solo advisor, I work directly with every client. There are no handoffs, no junior staff, and no generic planning templates. This structure allows me to build highly tailored plans that address the specific challenges women in tech face, including compensation changes, job transitions, acquisitions, liquidity events, and long-term investment planning.
I serve clients nationwide, especially in technology hubs such as San Francisco, Seattle, Los Angeles, Austin, Boston, and New York. My focus is helping women understand their equity, reduce tax drag, create a clear financial strategy, and use their wealth to support the career and lifestyle decisions that matter most to them.
Education
Universidad de Sevilla Bachelor's degree, Business; Master's degree, Finance
Hobbies and Interests
- Animal Rescue
- Animals
- Beach
- Boating
- Camping
- Church
- Cooking
- Family
- Gardening
- Reading
- Swimming
- Traveling
- Wine
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Couples
- Dual Income Family
- Engineers
- Gen X
- Gen Y / Millennials
- Hispanic | Latino
- Sales Professionals
- Single Women
- Technology Professionals
- Women in Transition
- Women Professionals
- Women’s Finance
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