Dominick Ruiz is Wealth Advisor at Cypress Private Wealth. Dominick has worked with individuals, families, businesses, foundations to develop and implement customized financial strategies through various market cycles. Based on his client-first approach to financial planning and asset management, he works closely with clients to develop financial plans that fit their unique needs. His core values of trust, integrity and great client service have helped Dominick develop lasting relationships. Dominick’s passion for Capital Markets enables him to help clients stay focused on their long-term investment objectives and not get sidetracked by emotional investment decisions. Dominick Holds a Series 7, Series 66, as well as CA insurance license OG24173.

Dominick has also earned his B.S in Accounting at CSUEB, CRPC® designation from the College for Financial Planning, BFA™ designation, currently a Level 2 CAIA® candidate through The Chartered Alternative Investment Analyst Association® and CAIA Association®