Gold Sponsor Dominick Giordano, CAIA

Dominick Giordano, CAIADominick is a Vice President responsible for First Trust’s Financial Professional relationships in the Pacific Northwest. He works closely with each financial professional to provide him or her with industry-leading economic and market commentary, portfolio analysis and practice management consulting. Dominick’s specific focus is on tailored risk-management solutions and structured products. His relationships include Registered Investment Advisors and Independent Firms.

Prior to his current role, Dominick worked at Merrill Lynch and Deutsche Bank, where he worked with financial professionals across all channels to increase client retention and improve client outcomes. Dominick worked directly with portfolio management teams to help identify and mitigate key risks while implementing tax-efficient solutions.

Dominick earned an Economics degree from DePaul University.

 

First Trust Advisors

First Trust Portfolios L.P. and its affiliate, First Trust Advisors L.P., were established in 1991. The firms provide advisory services and a variety of innovative financial solutions, including UITs, ETFs, CEFs, SMAs, Structured Investments distribution, portfolios for Variable Annuities and Mutual Funds.

At First Trust, our experience, history of innovation and diversity of offerings are all part of our mission and are the only way we know to become a trusted resource. Because we consider each financial professional and his or her customer integral to our business, and truly our most valuable investment, we are committed to their best interests. We provide exceptional resources that help financial professionals define goals, solve problems and develop long-term strategies to help their clients achieve their dreams and goals. We believe that this kind of leadership will provide the most fundamentally sound investment products and financial professional support available in today’s marketplace.

First Trust Portfolios L.P. | First Trust Advisors L.P. | 1-800-621-9533 | www.ftportfolios.com

Join The FPA East Bay Chapter​

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The mission of the Financial Planning Association (FPA) is to elevate the profession that changes lives through the power of financial planning. FPA is the premier professional organization for financial services professionals. Our Chapter, FPA of the East Bay, is an experienced and diverse group of over 300 financial planning professionals. The Chapter is governed by a volunteer Board of Directors, and supported by sponsors and committee members who work to foster a core set of values: Competence, Integrity, Relationships, and Stewardship.

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