Charlie Dombek, CPA, MBA, is celebrated as a leading authority in financial strategy and tax planning, with over 30 years of experience enhancing the economic stability of his clients through expert guidance in domestic and international tax environments. His approach, distinguished by innovation and transparency, has enabled countless clients to reclaim significant financial benefits and secure lasting wealth.
He is the entrepreneurial mind behind several successful financial entities. He founded the Optimal Financial Group, a boutique CPA firm with widespread influence nationwide. Additionally, he created Axium Wealth and Dentistry Wealth, both dedicated to wealth acceleration and effective tax mitigation. These firms are tailored to assist clients in optimizing their financial growth while minimizing tax burdens through strategic planning and personalized financial advice.
Charles Dombek has demonstrated an exceptional ability to mobilize financial resources for various investment opportunities throughout his career. He has successfully raised $300 million in equity for real estate investments nearing a total value of $1 billion. He has also been responsible for originating over $300 million in asset-backed loans, managing a lending platform that specializes in micro-lending, and operating a FOREX trading platform overseeing substantial capital.
His mission is to transform traditional investment approaches, encouraging clients to shift from market-based investments, which often yield moderate returns, to more diversified and robust financial strategies. Under his guidance at Axium Wealth, he implements advanced financial tactics that substantially reduce tax liabilities and improve investment outcomes, thus accelerating clients toward financial freedom.
He sets himself apart from typical CPAs through a proactive and analytical approach. At Axium Wealth, he and his team thoroughly evaluate their clients’ tax and financial strategies to develop and execute plans that maximize economic efficiency and growth.
His commitment extends beyond individual advisement. He regularly hosts free webinars, sharing his expertise on leveraging tax strategies and optimizing investments to build and maintain wealth. His practical and effective methods have benefited a diverse clientele, including family offices, professional athletes, and entertainers.
A noted speaker, Charlie Dombek, often shares his insights at financial and investment seminars worldwide. Outside his professional life, he enjoys fly fishing and competitive tennis on the senior men's circuit. His philanthropic activities include supporting the Special Forces Foundation, demonstrating his dedication to giving back to the community, and aiding U.S. Army Special Forces families.