About Us
Reese Financial Services is a Los Angeles-based, minority-owned, woman-led financial services firm that serves leaders, professionals, and entrepreneurs who are serving in their divine purpose and have money problems to solve.
Specifically, we specialize in increasing savings, decreasing debt, introducing investing, and building effective financial action plans using education, coaching, planning, and consulting.
We provide in-person & virtual, live, and on-demand services to individual and institutional clients.
Our institutional clients include nonprofits, government agencies, for-profit businesses, endowments, foundations, and grant-making institutions.
We aim to advance financial and economic development within households, communities, and businesses by shifting one’s mindset, changing one’s behavior, and transforming one’s financial capability, one session at a time, no matter one’s income or asset level.
Our Mission
Showing up in the world to serve the clients we are meant to serve requires dedicated intention and activities. We work towards our vision through these annual mission statements:
Serve hardworking, high-achieving women who seek financial order, need financial planning and desire financial freedom
Promote asset-building and entrepreneurship to youth and adults
Train underserved and overlooked populations (including veterans, low/moderate income-earners, unemployed, re-entry, at-risk homeless, youth (ages 14-24), people of color) to be confident, savvy and prosperous financial managers and leaders
Educate college and graduate students about personal finance, money management, business and entrepreneurship
Develop financial leadership within households, communities and businesses through timely, topical and relevant financial content, trainings, programs & events
Offer career pathways within the financial services industry by providing job training, career exploration, and certification.
Meet Our Founder
Dominique' Reese
AFC® | FFC® | Chief Financial Coach & Planner | Creator of Master My Money® | Founder & President of Black Women's Investment Club
Award-winning financial coach, planner, consultant, and trainer, Dr Dominique Reese is the owner and president of Reese Financial Services, a boutique financial services and education firm that specialises in serving leaders, professionals, and entrepreneurs who are growing their net worth and serving in their divine purpose but have money problems to solve.
Dr Dominique is an expert in building solid financial foundations, creating and growing assets, and changing financial behaviours by uniquely blending financial education, financial coaching & counselling, and financial planning for high-achieving individuals who work hard yet lack the financial order they desire.
With over 21 years as a financial professional, Dr Dominique started her career as a financial advisor at Merrill Lynch, where she managed over $4 million for private high net worth clients. After being laid off in 2009, she started CommuniTree LLC, where she provided one-on-one money management, counselling individuals and financial education seminars and workshops for non-profits, small businesses, colleges, and universities.
Transitioning back to California in 2012, she became the Director of Business Development for a financial technology company, where she was responsible for the training and business development of each financial advisor within the salesforce and the development of curricula and 75+ articles within the behavioural finance portal, while also serving as the financial planning software expert and liaison between the salesforce and the tech team.
Dr Dominique has been featured in and sourced for a variety of media, including the NY Times, Associated Press, USA Today, Nasdaq.com, and CreditCards.com; is a subject matter expert in the documentary Resurrecting Black Wall Street; and is recognised by the Association for Financial Counselling, Planning and Education for being a high-quality practitioner in an award-winning national programme of 60 financial coaches piloted by the Consumer Financial Protection Bureau. Throughout her career, she has sat on panels and conducted breakout sessions at conferences, been called to speak and present at colleges and universities, and hosted local and community financial events.
Passionate about serving people of colour and an expert in financial education and management, she saw a need to serve more beyond the one-on-one model and still simply provide access to basic money principles and money management skills; she Amazon published Master My Money: 16 Steps To Solve Your Money Problems and Create A Foundation For Financial Freedom and created courses such as BUILD™, an eight-week self-paced and guided online personal finance programme, and the sold-out online course for financial professionals, How To Start Your Own Financial Coaching Practice.
She was born and raised in South Central Los Angeles, where she now resides with her 10-year-old son, Ya’ir. Dr Dominique is a Crenshaw High alumna, has a degree in economics from Princeton University, has an honorary doctorate of humane letters from Global Oved Dei Seminary & University, and is currently pursuing her Certified Financial Planner® designation at The American College of Financial Services to become a CERTIFIED FINANCIAL PLANNER®.
In 2020, she founded the Black Women’s Investment Club, a Los Angeles-based investment club where women of colour are introduced to investing and invest small amounts for large gains, and the Profitable Private Practice Mastermind for financial educators, coaches, and counsellors to leverage shared information amongst peer professionals while building a profitable private financial empowerment business.
