Dominika Watson Umali

MYFI FINANCIAL

Pasadena, CA

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CRD#: 7233321

Professional summary

Dominika Watson Umali, CFP®, who also goes by Dominika Rytwinska, Dominika Watson, is a registered financial advisor currently at MYFI FINANCIAL located in Pasadena, California.

Dominika is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Dominika has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dominika Rytwinska | Dominika Watson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

self-employed business of tutoring STEM subjects, not investment-related, 255 S Greenwood Ave, Pasadena, CA tutoring takes place after securities trading hours, approximately 40 hours a month (0 hours during security trading hours)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dominika Watson Umali's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

June 21, 2022 - Present

MYFI FINANCIAL

RIA

CRD#: 321836

Pasadena, CA

Past

March 5, 2020 - May 9, 2022

PROSPERITY LIFTOFF LLC

RIA

CRD#: 304541

CLAREMONT, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/21/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

MYFI FINANCIAL

MYFI FINANCIAL | MYFI FINANCIAL LLC

CRD#: 321836 / SEC#:

California

Registered Investment Advisory firm - (6/21/2022 Approved)

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Contact information

Main Address

Pasadena, CA

Mailing Address

Phone number

(626) 379-2647

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Dominika Watson Umali

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dominika Watson Umali's CRS (Customer Relationship Summary).

Certified licenses

Experience

MYFI FINANCIAL

PROSPERITY LIFTOFF LLC

State Registrations and Notice Filings

Exams

Current Firm

MYFI FINANCIAL

Contact information

Documents

Red Flags

Company Information

MYFI FINANCIAL

TRUST BUT VERIFY

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