In The Media
Maria Castillo Dominguez, CFP®, EA
Founder of Valoria Wealth Management
Maria Castillo Dominguez, CFP®, EA, is the founder of Valoria Wealth Management, a fee-only financial planning firm specializing in helping women in technology with complex equity compensation.
Maria is frequently sought out as a financial planning expert on topics including RSUs, ESPPs, stock options, deferred compensation, tax planning, retirement planning, investing, employee benefits, and women’s wealth. Her financial planning insights have been featured by multiple media outlets, including CNBC, Forbes Advisor, CBS News, CNN, The Independent, and Investopedia.
Through Valoria Wealth Management, Maria helps high-earning women make informed decisions about their equity compensation, taxes, investments, and long-term wealth so they can build financial independence while creating the freedom, flexibility, and lifestyle they want.
As featured in
Media Mentions
Yahoo Finance
When the Fed Hikes Rates, Here’s How It Affects Retirees and Their Money
Maria was featured in Yahoo Finance sharing expert insight on the impact of rising interest rates on retirees and those approaching retirement. She discussed how higher rates can create opportunities to increase income from cash savings, money market accounts, and short-term CDs without taking on additional market risk.
Read the article →Forbes Advisor
How to Hedge Your Money Against Inflation
Maria was quoted by Forbes Advisor on inflation, savings rates, and protecting the purchasing power of cash through thoughtful cash management and tax-aware financial planning.
Read the article →The Daily Upside
How Retirement Savers Can Profit From Big IPOs
Maria was quoted by The Daily Upside on IPO investing and retirement accounts planning for investors considering high-profile technology IPOs.
Read the article →Investopedia
HSAs Are Becoming More Popular
Maria was featured by Investopedia discussing Health Savings Accounts (HSA), tax-advantaged savings, and how HSAs can play an important role in a broader financial planning and wealth-building strategy.
Read the article →CNBC
Snoop Dogg’s Advice for His Daughter’s $1 Million Wedding Gift
Maria was featured by CNBC discussing how to approach a significant financial gift or windfall, balance enjoying money today with long-term financial security, and make thoughtful wealth planning decisions.
Read the article →The Independent
Here’s Why You Should Know When Your 401(k) Vests
Maria was quoted by The Independent on 401(k) vesting schedules, employer retirement contributions, and how employees can avoid leaving valuable retirement benefits behind when changing jobs.
Read the article →CNN
7 Ways a Trump Administration Could Affect Your Finances
Maria was quoted by CNN on potential tax policy changes and how changes to the child tax credit could affect household finances and families with children.
Read the article →MoneyLion / AOL
4 Reasons Financial Planners Stay Invested Through Market Volatility
Maria was featured by MoneyLion discussing market volatility, diversification, long-term investing, and why having a financial plan can help investors avoid emotional investment decisions during periods of market uncertainty.
Read the article →CBS News Miami
South Floridians Find Creative Ways to Budget Finances as Housing Costs Rise
Maria provided financial planning insight to CBS News Miami on rising housing costs, inflation, spending, and the financial challenges facing South Florida households.
Read the article →U.S. News & World Report
Business Credit Cards vs. Personal: 5 Major Differences
Maria was quoted by U.S. News & World Report on business credit cards, separating business and personal finances, building business credit, and managing finances as an entrepreneur.
Read the article →Investopedia
The No. 1 Sign You Need to Pay Someone Else to Do Your Taxes, Says CPA
Maria was featured as a financial planning expert in CNBC Make It, sharing her perspective on when professional tax guidance can make a meaningful difference. Maria highlighted the added complexity that comes with major financial events (starting a business, receiving an inheritance, or navigating income beyond a traditional paycheck) and the value of working with a professional to maximize deductions and avoid costly mistakes.
Read the article →Articles
Built In
What Happens to Your Stock Options and RSUs if You’re Laid Off?
Maria wrote this in-depth guide for Built In on one of the most overlooked financial challenges of a layoff: what happens to your equity compensation. Drawing on her expertise in equity compensation and financial planning, Maria breaks down RSUs, stock options, ISOs, AMT, and ESPPs, and the critical decisions employees need to make before their benefits expire.
View the article →Wealthtender
Financial Advisor for IBM Employees & Executives
Maria was featured by Wealthtender discussing financial planning for IBM employees and executives, including 401(k) benefits, the Mega Backdoor Roth, ESPP, RSUs, equity compensation, and tax-efficient retirement planning.
View the article →Wealthtender
Financial Planning for Lyra Health Employees & Executives
Maria was featured by Wealthtender discussing financial planning for Lyra Health employees and executives, including RSUs, ISOs, equity compensation, tax withholding, retirement accounts, and planning for potential liquidity events.
View the article →Wealthtender
Financial Advisors for Equity-Compensated Employees
Maria is featured by Wealthtender among financial advisors specializing in equity compensation, helping employees navigate RSUs, ESPPs, stock options, and other complex compensation benefits through tax-aware financial planning.
View the article →The Daily Drip
Financing the Life You Really Want
Maria shares her perspective on financial freedom, intentional wealth building, and creating a financial life that supports the lifestyle, flexibility, and purpose you want.
View the article →Industry News and Recognitions
InvestmentNews
40 Under 40, 2023
Maria was named to InvestmentNews’ 40 Under 40 list in 2023, recognizing her leadership, expertise, and contributions to the financial planning and wealth management profession.
View the recognition →Financial Planning Association
Financial Planning Association Welcomes New Board Member
Maria was elected to the Financial Planning Association’s national Board of Directors, recognizing her leadership in financial planning and financial literacy.
Read the profile →Financial Planning Association
Power of Financial Planning Award
Maria represented the Miami chapter in recognition of its commitment to expanding access to financial planning and financial literacy through community education, volunteerism, and pro bono financial planning, efforts she co-led.
View the article →Interviews and Public Speaking
Ante Usted
Impuestos Patrimoniales, Deducciones SALT y Estrategias Financieras con María Castillo Domínguez
Maria was featured in a Spanish-language interview discussing estate taxes, SALT deductions, and financial planning strategies for high-income individuals and families. She shares practical insights on navigating the evolving tax landscape, making informed financial decisions, and using tax-aware strategies to build and preserve wealth.
Watch the interview →Friends of the Miami-Dade Public Library | Financial Planning Association of Miami | Foundation for Financial Planning
Adult Learning Academy Financial Literacy Series
Maria led the creation of the Financial Literacy Series through a partnership between the Financial Planning Association of Miami, the Friends of the Miami-Dade Public Library, and the Foundation for Financial Planning. The program brought Certified Financial Planners® into the community to provide accessible, practical education on topics including housing decisions, credit, debt, income and expenses, spending and saving, and building emergency savings. The series welcomed approximately 40 participants per session and also connected community members with CFP® professionals for complimentary one-on-one financial planning guidance.
Read the announcement →FPA of Miami Symposium | 2024
Helping Hands: Planning Advice for Divorced and Divorcing Clients
Maria moderated a keynote panel at the 2024 FPA of Miami Symposium focused on financial planning for divorced and divorcing clients. Bringing together professionals across financial planning and family law, the discussion explored the unique financial considerations and planning strategies that can help clients navigate one of life’s most significant transitions.
View the event →WISE Investors
Divorce Planning: Before, During, and After
Maria joined a panel of financial, legal, and estate planning professionals for WISE Investors’ Divorce Planning: Before, During, and After webinar. Maria shared guidance on the financial considerations women should understand before, during, and after divorce, including financial planning, estate planning, and navigating major financial decisions during a transition.
View the webinar →WealthManagement.com
The Healthy Advisor: Persevering in the Face of Adversity With Maria Castillo Dominguez
WealthManagement.com featured Maria in its Healthy Advisor series, exploring her journey from Spain to the United States, her career in financial planning, and the experiences that shaped her approach to wealth management and financial independence.
Listen to the interview →Authority Magazine
5 Things You Need to Create a Highly Successful Career as a Woman Financial Planner or Financial Advisor
Maria was interviewed by Authority Magazine about building a successful career as a woman financial advisor, developing confidence and expertise, navigating a traditionally male-dominated industry, and creating a fulfilling professional life.
Read the interview →Always and Never About Money
The Female Financial Blueprint
Maria joined Always and Never About Money to discuss women’s financial empowerment, money mindset, financial independence, relationships, and building a stronger financial future.
Listen to the episode →Find Maria Online
Maria Castillo Dominguez, CFP®, EA, is also recognized across leading financial planning and professional organizations.
Wealthtender, financial planner specializing in women in technology, equity compensation, RSUs, stock options, and tax-smart wealth planning.
Financial Planning Association, National Board of Directors and financial planning leadership.
NAPFA, professional association for fee-only financial advisors.
CFP Board, CERTIFIED FINANCIAL PLANNER® professional profile.
LinkedIn, professional insights from Maria Castillo Dominguez on financial planning, wealth building, women, equity compensation, and financial independence.