Business Details
27 Years
experience
Your Trusted Partner for Financial Planning Solutions
At Dominion Financial Services, we are dedicated to helping clients achieve their most important financial goals through personalized, goal-based planning. Founded in 1999 by Andrew Kimari, our independent financial planning firm serves both individual and business clients across Southern California. Our mission is to act as partners in our clients' success by identifying, clarifying, and implementing strategies that align with their unique financial objectives. With a team averaging over a decade of experience, we prioritize understanding each client's personal situation before recommending tailored solutions. Our approach emphasizes long-term commitment, honesty, and integrity, ensuring clients feel empowered to make informed financial decisions.We specialize in retirement planning, life insurance, employee benefits, business/executive planning, and estate planning. Our commitment to continuous learning and accessibility ensures we provide advanced, client-focused services. Recognizing the importance of comprehensive financial strategies, we evaluate time horizons, tax planning, and asset management to create unified solutions. We maintain affiliations with professional organizations and hold certifications such as Chartered Life Underwriter (CLU) and Life Underwriter Training Council Fellow (LUTCF). Our decades of combined experience enable us to deliver trusted guidance for protecting families, managing assets, and facilitating effective estate transfers.
Services
Retirement Planning
Life Insurance
Employee Benefits
Business Planning
Estate Planning
Details
- Year established: 1999
Highlights and features
- We offer over 25 years of combined experience in financial services.
- Our team holds professional certifications including Chartered Life Underwriter.
- We implement a structured process for personalized financial planning.
- Our commitment to long-term client relationships ensures ongoing support.
- We specialize in comprehensive solutions for complex financial situations.
Associations and certifications
- CLU
- LUTCF
Services
Retirement Planning
Our retirement planning services address both asset accumulation and longevity management. We evaluate time horizons, current accounts, and tax strategies to create personalized retirement solutions. Our approach ensures clients maintain financial security while achieving their long-term goals.
Life Insurance
We provide comprehensive life insurance solutions addressing early death, sickness, and longevity risks. Our plans protect families and businesses while integrating with broader financial strategies. We offer tailored policies to meet specific protection needs.
Estate Planning
Our estate planning services ensure proper wealth distribution through wills, trusts, and tax strategies. We help clients establish beneficiary designations and advanced health directives to protect their legacy and provide for survivors.
Business Planning
We help businesses protect against key personnel loss through customized insurance and succession plans. Our services include group benefit programs and strategies for business continuity during unexpected setbacks.
Employee Benefits
We assist businesses in selecting appropriate employee benefit programs matching their budget and coverage needs. Our expertise includes health, disability, and retirement plans to attract and retain talent effectively.
People
Andrew C. Kimari
President
Andrew Kimari has over 35 years of financial services experience since 1985. He holds CLU and LUTCF certifications and specializes in business/executive planning. With a background in both insurance and business ownership, he provides strategic financial guidance.
Julia D. Politano
Administrative Assistant
Julia Politano supports our financial planning team with administrative expertise. She ensures smooth operations and client communication, contributing to our commitment to exceptional service delivery.
Questions
What financial planning services do you offer?
We provide retirement planning, life insurance, estate planning, business/executive planning, and employee benefits solutions tailored to individual and business client needs.
How does your financial planning process work?
We begin by understanding your financial situation, clarify priorities into goals, then develop strategies to achieve them through appropriate financial products and services.
What experience do your advisors have?
Our team averages over a decade of financial services experience, with professional certifications including Chartered Life Underwriter (CLU) and Life Underwriter Training Council Fellow (LUTCF).
How are you different from other financial advisors?
We focus on long-term client relationships through personalized planning, comprehensive solutions, and a structured process that prioritizes your financial goals over product sales.
Do you work with both individuals and businesses?
Yes, we serve both individual clients for personal financial planning and businesses for executive planning, employee benefits, and business continuity solutions.
