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 in 2014. 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 advisor 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.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC