Episode
Episode #22: Dominic Monk, CFP®, CPWA®, CIMA®
- Published
- Jul 7, 2025
- Duration seconds
- 2575
- Processing state
not_requested- Canonical source
- https://podcast.show/3746755/episode/146826661/
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Summary
In this episode of The Blueprint: An FPA NexGen® Podcast, we sit down with Dominic Monk, CFP®, CIMA®, and partner at The Hedley Hoeger Group at Baird. Dominic shares his journey from growing up without financial stability to becoming a leader in wealth management—and why he always knew he wanted to be a financial advisor. We dive into: His early start in financial planning through Ohio University’s CFP® program The power of mentorship and intentional career planning His transition from client assistant to partner How his team integrates advanced planning and life coaching to serve high-net-worth families Why designations like the CFP®, CIMA®, and CPWA® have helped build confidence and credibility The reality of partnership—beyond the title If you're thinking about ownership, building multi-generational relationships, or bringing more meaning to your planning process, this one’s for you.