With over 25 years of distinguished experience in practice management, Colleen Dominguez brings a wealth of knowledge and experience to her role at Roundtree Financial. Her career, deeply rooted in the ever-evolving medical industry, has equipped her with a diverse skill set, a strong work ethic, and an unwavering commitment to operational excellence. These qualities have seamlessly transitioned into her work at Roundtree Financial, where she manages the day-to-day operations with precision and efficiency.
Colleen’s early interest in finance led her to study accounting and business at California Baptist College, which laid the foundation for her eventual career in the financial services industry. Although her professional journey initially took her through the medical sector, Colleen never lost her passion for finance. In time, she reignited that passion and became the Practice Manager at Roundtree Financial, where she applies her administrative expertise to support the firm’s operations and client service.
At Roundtree Financial, Colleen plays a critical role in ensuring the smooth functioning of the firm. She oversees human resources, payroll, compensation structures, and a wide array of operational responsibilities. Additionally, Colleen is licensed in life insurance (CA Insurance Lic. # 4342802), demonstrating her dedication to advancing her industry knowledge and providing clients with comprehensive support.
Colleen’s approach to her work is client-centered; she thrives on helping clients achieve their financial goals and navigating the complexities of their financial lives. She understands the challenges that both individuals and businesses face when it comes to planning for their future, and she is deeply committed to providing exceptional service to ensure those challenges are met with thoughtful solutions.
Outside of her professional responsibilities, Colleen enjoys spending quality time with her family, particularly her children and grandchildren. She also finds joy in the simple pleasures of life, such as listening to country music and relaxing at the beach.
Colleen’s success in both the medical and financial fields showcases her ability to adapt and excel in diverse industries. Her strong organizational skills, multi-tasking abilities, and commitment to excellence have made her an invaluable member of the Roundtree Financial team. She plays a key role in supporting the firm’s mission to deliver exceptional financial guidance and service to its clients.
Colleen provides administrative support services only.