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.
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For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Welcome.
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