# Episode #22: Dominic Monk, CFP®, CPWA®, CIMA®

Page: https://stenobird.com/podcast/the-blueprint-an-fpa-nexgen-podcast-6984229/episode-22-dominic-monk-cfp-cpwa-cima
Text version: https://stenobird.com/podcast/the-blueprint-an-fpa-nexgen-podcast-6984229/episode-22-dominic-monk-cfp-cpwa-cima.md
Podcast: [The Blueprint: An FPA NexGen® Podcast](https://stenobird.com/podcast/the-blueprint-an-fpa-nexgen-podcast-6984229)
Published: 2025-07-07T05:00:00+00:00
Episode link: https://podcast.show/3746755/episode/146826661/
Audio file: https://media.blubrry.com/3746755/content.blubrry.com/3746755/TBAFNP-2025-07-07-028.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-blueprint-an-fpa-nexgen-podcast-6984229/episodes/episode-22-dominic-monk-cfp-cpwa-cima
Duration seconds: 2575

## Resource

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.

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## Transcript

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