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Catharine Ann Dombrowski

Advisor at Cetera — Antioch, CA Sunset Lane

Updated today

Credentials

PFS™, Series 66

Experience

19 years

Location

Antioch, CA 94509

Cetera logo

Cetera

Institution

Total advisors

10,182

Across 5,098 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Catharine Dombrowski is a financial advisor with Cetera, holding the PFS™ and Series 66 credentials and has 19 years of industry experience. She has worked with multiple entities including Dombrowski Wealth Management, Lone Tree Investments & Wealth Management, and Accel Consulting. She is also the managing partner of Dombrowski & Associates CPAs LLP, a CPA firm, and owns Lone Tree Funding & Mortgage, a mortgage loan origination business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a large network of independent advisors and a multi-manager platform.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Antioch, CA Sunset Lane

3731 Sunset Lane, Suite 100

Antioch CA 94509

Advisors at this office

1

Most active in

California

Work history

19 years of industry experience

Accel Consulting

2012 - Present • 14 years

Walnut Creek, CA

Dombrowski Wealth Management

2010 - Present • 16 years

Antioch, CA

Lone Tree Investments & Wealth Management

2010 - Present • 16 years

Antioch, CA

Cetera financial specialists LLC

2010 - Present • 16 years

Schuamburg, IL

Cetera

2010 - Present • 16 years

Schaumburg, IL

Lone Tree Funding & Mortgage

2003 - Present • 23 years

Antioch, CA

Dombrowski & Associates CPAs LLP

2002 - Present • 24 years

Walnut Creek, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Andrew R

CFP®, Series 65

Clayton, CA

Investment Growth Management, Inc.

Andrew Redlick is a CFP® with 12 years of industry experience, currently serving as an advisor at Investment Growth Management, Inc. He has been with the firm since 2014, including its predecessor entity, and holds a Series 65 license. Investment Growth Management, Inc. is a long-established registered investment adviser dedicated to helping a select group of clients build, preserve, and achieve their most meaningful financial goals. The firm manages client portfolios through long-term, diversified asset allocation tailored to each client’s goals and risk tolerance, and is notable for its regular client communications and ongoing educational presentations.

Cash flow / budgeting Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement Retired Christian Faith Based HENRY (High Earners, Not Rich Yet)
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Joseph C

ChFC®, Series 66

Walnut Creek, CA

Resolve Financial, LLC

Joseph Curtis is a financial advisor at Resolve Financial, LLC in Walnut Creek, CA, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Resolve Financial since 2014 and previously operated under Joseph Patch Curtis from 2007 to 2016. Outside of advising, he is self-employed in insurance sales. Resolve Financial serves individual investors, estates, retirement plans, and trusts, typically working with accounts of $50,000 or more. The firm uses a factor-oriented investment approach based on Modern Portfolio Theory, focusing on broad market exposures with tilts toward small-company and value stocks, and manages accounts on a non-discretionary basis through a third-party platform.

General retirement planning Income planning
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Michael P

CFP®

Danville, CA

Power Investing

Michael Power is a CFP® professional with over 30 years of experience, operating Power Investing since 1994. He is also an Enrolled Agent authorized to represent clients before the IRS, providing tax preparation and representation services alongside his investment advisory work. The firm offers discretionary investment management and comprehensive financial planning to individuals, families, and small businesses. Power Investing employs a fundamental analysis approach, emphasizing broad diversification with ETFs and individual securities, and integrates in-house tax services as part of its client offerings.

Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance General tax planning Passive / index investing
user avatar

Vladimir B

Series 63, Series 65

Danville, CA

Hermitage Advisors, Ltd.

Vladimir Belinsky is the sole advisor at Hermitage Advisors, Ltd. in Danville, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Hermitage Advisors since 2003. Hermitage Advisors, Ltd. serves a small, concentrated roster of primarily high-net-worth individual clients, providing individualized portfolio management and ongoing investment advice. The firm employs a primarily non-discretionary approach, selecting and monitoring external investment managers based on a multi-decade network of research, with client decisions made collaboratively.

Wealth management
user avatar

Douglas B

CFP®

Walnut Creek, CA

Golden Gate Advisors, Inc

Douglas Buser is a CFP® professional with 29 years of industry experience. He has been with Golden Gate Advisors, Inc., an independent firm based in Walnut Creek, CA, since 1998. In addition to his advisory role, he is a partner in a real estate brokerage firm. Golden Gate Advisors is a family-office registered investment adviser serving accredited high-net-worth individuals and related entities. The firm employs a multi-manager, core-satellite investment approach and offers services including financial planning, wealth management, and investment supervisory services for qualified retirement plans.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Annuities Wealth management Founder/Business Owner Executive
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Durga E

Series 65

Danville, CA

Eedara Financials

Durga Eedara is a financial advisor at Eedara Financials with a Series 65 designation and over 20 years of industry experience, including a long tenure at Franklin Resources Inc from 2002 to 2021. Eedara Financials LLC, founded in 2025, provides discretionary portfolio management to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, and technical analysis alongside various trading strategies, operating under client-granted discretionary authority.

Options & derivatives strategies
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