Catharine Dombrowski, CPA, EA, PFS, FinAdvisor, MortgageBrkr in

Catharine Dombrowski, CPA, EA, PFS, FinAdvisor, MortgageBrkr

Enthusiast · DISC type i
Financial Advisor at Cetera Financial Specialists
📍 Antioch, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
31 Years
Current Role
Financial Advisor
Location
Antioch, California, United States
Personality Overview

How Catharine shows up

Story Driven
Optimistic
Amiable & Agreeable

They are generally friendly, so be careful when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Priorities

Topics Catharine cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2010
Financial Advisor
Cetera Financial Specialists
1-2002
Managing Partner
DOMBROWSKI & ASSOCIATES CPAs LLP
8-2001
Mortgage Broker, NMLS 344868/271559
Lone Tree Funding & Mortgage
1-2002 - 6-2012
President, CEO
Accel Consulting LLC
2004 - 2005
Board Member
CSEA - EBAEA Chapter
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1980 - 1984
Bachelors of Science in Commerce
Santa Clara University
1986 - 1989
Masters Degree in Science
Golden Gate University
1986 - 1989
Masters of Science in Taxation
Golden Gate University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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