Caiati Financial Services

Meet the professionals who can help you

Pursue Your Goals

We help individuals and families pursue their ideal retirement.

MEET THE TEAM

The team behind Caiati Financial Services is made up of qualified professionals who are passionate about helping individuals and families achieve their ideal retirement.

Dominick Caiati

President & Founder

Dominick Caiati is the President and Founder of Caiati Financial Services, a financial services firm located in Westport, CT.

Caiati Financial provides a wide range of services, emphasizing retirement planning and wealth preservation strategies to help individuals and their families create secure financial futures. Dominick is passionate about helping clients achieve their financial goals during retirement, and his unique Caiati Financial Retirement Blueprint® has been designed to make the process simple and straightforward.

A third-generation Westporter, Dominick learned the true meaning of customer service excellence while working as a young teen in his family’s restaurant businesses. This early experience also instilled in him a desire to provide for his community. With this in mind, Dominick has created a series of retirement planning workshops and seminars that he leads in the community, educating people on strategies such as “How to Avoid Overpaying Taxes in Retirement” and “How to Help Maximize Your Social Security in Retirement.”

Founded in 1996, Caiati Financial Services celebrates a significant milestone this year with its 25th anniversary!

Dominick and Erin, his wife, reside in Fairfield County, Connecticut and share four children and a spoiled pug named “Ralphie.”

ERIN CAIATI

Chief Operating Officer

KATIE FREDERICKS

Client Service Coordinator

Michelle_Reich_photo

MICHELLE REICH

Business Operations

RALPHIE CHARLES CAIATI

Team Mascot

Ready to take

THE NEXT STEP?

The team at Caiati Financial Services is here for you through all stages of life. With more
than a quarter century of experience, we can help you achieve all your financial goals
now and into the future. For more information on our financial services in Westport, CT,
schedule a meeting, attend a seminar

Erin Caiati

Chief Operating Officer

Erin has helped Caiati Financial Services clients pursue their financial goals by serving as the firm’s COO since 2018.

The daughter of actor and two-time Tony Award winner Richard Kiley — best known for creating the role of Don Quixote in the original 1965 Broadway musical “Man of La Mancha” — Erin earned a degree in fashion and theater design from Concordia University in Montreal, Quebec, Canada. 

“It may seem like an odd segue  from the art world to the world of finance, but I have always been acutely aware of the need to help bridge the two. Particularly for people who may have backgrounds like mine, where the language of finance (and how to navigate it all) wasn’t exactly second nature. I’m very passionate about helping to educate people to ensure that they maximize what they and their family have built.” 

Erin and husband Dominick are proud parents of four children — three daughters and a son — as well as a chubby pug named Ralphie! The couple enjoys sailing, picnic dinners on Connecticut’s beaches and gathering with family and friends.

Katie Fredericks

Client Service Coordinator

Katie joined Caiati Financial Services in 2020 to spearhead the firm’s marketing operations. Born and raised in Connecticut, Katie is a lover of art who earned her bachelor’s degree in art history from Fordham University.

In her free time, Katie enjoys sewing and embroidery as well as spending time outdoors and riding her bike along the Connecticut coast. She also has a thirst for knowledge about plants and animals, which are the inspiration for much of her embroidery.

MICHELLE REICH

Michelle joined Caiati Financial Services in 2023 to help streamline business operations. She attends Fairfield Ludlowe High School and has lived in Connecticut since the age of six.

In her free time, Michelle loves playing soccer, walking along the beach,
and reading books. She also likes to go skiing with her friends and family.

Ralphie Charles Caiati

Ralphie has been with Caiati Financial since January of 2015.

Born on a small farm in Pennsylvania, Ralphie relocated to Connecticut at the tender age of 4 months.

He attended “Miss Lucy’s School for Good Dogs” and soon found his true calling in the self-care industry. He now heads up and manages the “emotional wellness” department at Caiati Financial.

In his free time, Ralphie enjoys long naps in the sun, good belly rubs and terrorizing the mailman.