Dina works directly with clients to respond to all of their account needs, including recommending suitable investment strategies, providing comprehensive financial planning solutions, and expediting day-to-day transactions. She has worked in the financial services industry since 2009 and joined Adviser Investments in 2014. In 2022, she was honored in Boston magazine for the second time as a Five Star Wealth Manager. She is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association. Previously, Dina lived in Canada and worked as an account manager at the Royal Bank of Canada. She also worked as a financial adviser at Edward Jones. Dina has spent most of her life living and working abroad, and she studied in New Zealand, Italy and Egypt. She holds a B.A. in political science from the American University in Cairo. In 2023, she was honored in Boston magazine for the third time as a Five Star Wealth Manager. Prior to joining the financial services industry, she taught primary and secondary students in the United Arab Emirates.
Five Star Wealth Manager (2021, 2022, 2023)
When I started my first full time job in my early 20s, my Dad told me to start a savings strategy as soon as possible. Thanks to a disciplined approach and the power of compounding, that advice has really paid off.
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Cash Flow Planning
Social Security Analysis
Employee Benefits Maximization
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