Dominic Corleto, CRPC® CRPS® CkP® AIF®

Dominic Corleto, CRPC® CRPS® CkP® AIF®

Financial Advisor, Senior Institutional Consultant, Senior Vice President, Investment Officer

Phone: (541) 242-6536
Fax: (541) 242-6537


LinkedIn

Dominic joined Wells Fargo Advisors in 2008 and is responsible for providing investment advisory services to select retirement plans and private clients. Prior to joining the firm, Dominic managed a Wells Fargo lending office in the San Francisco Bay Area. He has worked in financial services since 2002. Outside of the office Dominic enjoys spending time with his wife and their three children, playing and coaching basketball, swimming, cycling, running, and triathlons.

 

Education

Bachelor of Science degree in Mathematics from the University of Oregon

Bachelor of Science degree in Political Science from the University of Oregon

Industry Designations

C(k)P - Certified 401k Professional

CRPS – Chartered Retirement Plans Specialist

CRPC – Chartered Retirement Planning Counselor

AIF – Accredited Investment Fiduciary

Memberships

National Association of Plan Advisors (NAPA)

American Retirement Association

Industry Involvement

NAPA, 401k Summit

Agenda Steering Committee, NAPA 401k Summit

Washington, DC Fly-In Forum

Defined Contribution Leaders Forum

Awards & Recognition

Forbes Top 500 Next Generation Advisor

National Association of Plan Advisors – Top 75 Advisor in US Under 40

National Association of Plan Advisors –Top DC Advisor Teams in US

Community Involvement

University Fellowship Church

YMCA

Kidsports

 

Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

The National Association of Plan Advisors (NAPA) Top 75 Advisors in the US Under 40 were nominated and voted on by industry peers and selected by a NAPA panel of judges based on information about their practice, experience, and accomplishments as provided by nominees. Investment performance is not an explicit component.

The National Association of Plan Advisors (NAPA) Top DC Advisor Teams are ranked by self-reported DC assets under advisement (AUA) threshold of $100 million.

Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

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