Dina Powers

Wealth Manager | Cleveland, Ohio, United States

Professional Overview

Dina Powers is an experienced Wealth Manager at Fairway Wealth Management LLC, where she leverages her expertise in financial planning, investment management, and tax strategy to help high-net-worth individuals and families achieve their financial goals.

Experience Summary

Current Role

As a Wealth Manager at Fairway Wealth Management LLC since 2016, Dina is responsible for designing and implementing comprehensive wealth management solutions for her clients. She works closely with her clients to understand their unique financial needs, risk profiles, and long-term objectives, and then crafts personalized investment portfolios and financial plans to help them reach their desired outcomes. Dina's ability to navigate complex tax implications and identify strategic opportunities has been instrumental in helping her clients optimize their wealth over the long term.

Career Progression

Prior to her current role, Dina spent over 15 years as a Senior Tax Manager at Deloitte, where she developed a deep understanding of tax planning and compliance. In this position, she advised high-net-worth individuals and businesses on a wide range of tax-related matters, including estate planning, business succession, and charitable giving strategies. Dina's strong technical skills and client-centric approach have been key to her successful career progression.

Academic Background

Dina holds a Bachelor of Science in Accounting from Ohio State University, where she graduated summa cum laude. She is also a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP).

Areas of Expertise

• Wealth management and financial planning

• Investment portfolio design and management

• Tax planning and optimization

• Estate and legacy planning

• Retirement planning and income strategies

Professional Impact

Throughout her career, Dina has been recognized for her exceptional client service and her ability to deliver innovative financial solutions. She has been a frequent speaker at industry events and has authored several articles on wealth management best practices. Dina's commitment to her clients and her community has also led her to serve on the board of trustees for a local nonprofit organization focused on financial literacy education.

Conclusion

With her extensive experience, deep industry knowledge, and client-centric approach, Dina Powers is a trusted advisor who helps her clients navigate the complexities of wealth management and achieve their long-term financial goals. Her proven track record of success and her dedication to professional development make her a valuable asset to the Fairway Wealth Management team and her clients.