PodcastComing soon
Podcast appearances
Episodes featuring Dominik will appear here. If you want him on your show to talk financial literacy, investor behavior, or generational wealth, reach out directly.
Advisor Profile
Dominik YatesCFP® · Wealth Management Advisor
Financial planning for families building generational wealth.
Dominik builds comprehensive plans for families who want their money to outlast them: the cash flow working today, the protection for what life throws at it, and the framework that carries wealth into the next generation.
- Role
- Wealth Management Advisor
- Credentials
- CFP®
- Office
- Bakersfield, California
- Serves
- Clients nationwide
- Focus
- Comprehensive planning for families building wealth
About Dominik
Our comprehensive planning advisor.
Dominik Yates is a wealth management advisor at Applied Wealth Management, based in the firm’s Bakersfield headquarters and serving clients nationwide. He is a CERTIFIED FINANCIAL PLANNER® professional, and his practice is comprehensive by design: cash flow, protection, investments, and retirement income handled as one plan for the whole family, not a portfolio managed in isolation.
Education is how he works. Dominik writes the firm’s market reviews and planning insights, and he spends much of his time teaching clients the discipline behind good outcomes: that the enemy is not market volatility but emotional decision-making, and that a plan you understand is a plan you can stick to. His deeper focus is generational: helping families put the structures in place so that wealth, and the literacy to steward it, transfer together.
He came to advising from the other side of finance. Dominik started his career in banking and spent five years at Wells Fargo before leaving the corporate path to become an advisor, drawn by how much difference financial literacy makes for the families who are never offered it. That conviction is still the center of his practice.
“Take care of today, establish a good foundation to respond to life events, and then build on that solid framework to prepare for the time ahead.”
Dominik Yates
How Dominik Works
A framework built in order.
Dominik plans in the order his philosophy dictates: secure today, build the foundation that absorbs life’s surprises, then compound on top of it. Each layer only works because the one beneath it is solid.
Today
Take care of the present first.
Cash flow, savings rate, and the near-term picture put in order, so the plan starts from ground that holds and you know exactly what you are working with.
Foundation
Be ready for what life throws at you.
Protection and reserves engineered before they are needed: insurance that closes real gaps, an emergency floor, and the documents that keep a life event from becoming a financial one.
The Time Ahead
Build on the solid framework.
Investments, retirement income, and generational wealth compounding on top of the foundation, with the discipline and education to stay the course through every market.
Speaking & Media
In the conversation.
Dominik speaks and writes about financial literacy, investor behavior, and building generational wealth. His appearances will be collected here as they are published.
SpeakingComing soon
Speaking engagements
Conferences, panels, and workshops featuring Dominik will be listed here. He speaks to families, professional groups, and community organizations on financial literacy and building wealth that lasts.
The hardest part is starting the conversation. We’ll take it from there.
Tell us where you are and what’s worrying you. We’ll ask questions, listen, and tell you honestly whether we can help.
- A fiduciary, legally bound to act in your interest
- Fee-based planning with transparent, plain-English costs
- Investments, tax, retirement, and estate coordinated under one roof
- A 45-minute first conversation, with no obligation
Prefer to speak directly? Skip the form and call us. No gatekeepers.
Call (661) 487-1020