Dina’s role involves working with individuals and their families to build, execute and monitor the progress of their financial plans and investment strategies to help them achieve their financial goals. Dina has experience working in all areas of wealth planning, including retirement planning, estate planning, tax planning, risk management and investment management. In addition, she works closely with clients’ other professional advisors, such as accountants, estate attorneys, and insurance agents, to ensure all aspects of the financial plan work together.
Wharton School at the University of Pennsylvania, M.A., Finance
Carnegie Mellon University, B.S., Economics and Mathematics with minors in Computational Finance and Creative Writing
Perhaps your cousin’s best friend is an insurance agent who provides financial planning. Or maybe your neighbor’s brother-in-law was bending your ear at a recent barbeque about how annuities are key to an effective financial plan. So, you may be wondering, what exactly is a “financial plan”? And when different people use that term, are they all describing the same thing?
Modera Financial Planning & Wealth Management
535 Boylston St., Suite 300, Boston, MA 02116
Laurie Kane Burkhardt
Theresa Apruzzese Days
George T. Padula
Robert D. Siefert
Christopher “Cory” White