,CFP®, EA, JD
By building, executing and monitoring customized financial plans, Dina helps individuals and families navigate the big changes life can bring and the impacts those changes have on their finances as well as their estate and legacy planning needs. She partners closely with her clients and offers strategies to help ensure their financial goals stay in sight as they head toward retirement. Dina’s passion for estate planning led her to seek a law degree with a tax law certificate. In addition to estate and retirement planning, she has experience working in wealth planning, including tax planning, risk management and investment management.
Prior to Modera, Dina worked as a Private Client Advisor at a fee-only Registered Investment Advisory Firm in New Hope, PA, developing and guiding clients through a holistic planning process. In addition to analyzing tax strategies and implementing portfolios to support client goals, Dina managed the training process for new associate advisors. She also previously worked in strategy consulting, working with several Fortune 500 companies to measure the impact of marketing, pricing, merchandising, operations, and CapEx actions by applying the scientific method to business problems.
Dina earned a J.D. from New England Law in Boston, a master’s degree in finance from the Wharton School at the University of Pennsylvania, and a bachelor’s degree in economics and mathematics from Carnegie Mellon University (where she also obtained minors in computational finance and creative writing). She is a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent, eligible to represent taxpayers before the IRS.
When not working, Dina loves running, hiking, and the company of great friends and books. She lives in the Jamaica Plain neighborhood of Boston with her engineer husband, Sebastien.
What do you value most in your client relationships?
My clients are successful and smart – but their expertise and interests lie outside of financial planning. Nothing feels better than, alongside my clients, thoughtfully navigating turbulent markets immediately after their retirement, or tackling funding for their child’s college as they make that big, life-shaping decision. My physician friends talked about continuity of care as a consideration in selecting their specialty. I feel similarly – being there and being involved at complicated, crucial decision points is very gratifying, and that’s why I love the unique bond I have with my clients as their adviser.
What do you feel is a strength that you have?
Having a quiet confidence in my base of knowledge and myself, which allows me to take time and truly hear what a client is saying, perhaps reading between the lines, so I can respond compassionately and carefully.
When you retire you’re going to…?
Honestly? Probably keep learning, keep getting degrees.
Where did you grow up? Where do you live now?
I’m the daughter of academics, raised outside of Boston in Concord, MA (though born in St. Petersburg, Russia and having lived in Sweden, Australia, and Iowa all before 2nd grade). I left the state for college, and after living in Pittsburgh, DC, and the Philadelphia area, I’m now home and living in the Jamaica Plain neighborhood of Boston.
CERTIFIED FINANCIAL PLANNER®, Enrolled Agent
New England Law, J.D.
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
Helping Working Families Tackle Taxes
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