Dina MegretskaiaCFP®, EA, JD
Wealth Manager, Principal
She/Her
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. In addition, she works directly with clients’ other professional advisors, such as accountants, estate attorneys, and insurance agents, to help ensure all aspects of the financial plan work together. 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.
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.