MICHAEL J. DINAN, CFP®
PARTNER | SENIOR WEALTH ADVISOR
Being accountable to clients.
This is the driving force behind Mike Dinan’s passion for his role as Senior Wealth Advisor.
What he enjoys most is getting to know our clients and being part of their lives. His perfect workday would be full of client meetings!
Mike works closely with clients and their families to create financial plans fully focused on each person’s goals. The plans can include components addressing retirement, investment, estate, philanthropic, income tax, and insurance planning. As part of the Wealth Planning team at Domani, he helps develop financial planning strategies and processes used throughout our offices.
“I’ve seen a great movement toward focusing on ways to help each other globally,” he says of his time at Domani Wealth.
One of those areas is our company’s Investment Strategy Group, which Mike works with to identify tailored investment strategies and unique opportunities for each client’s portfolio.
“I think we need to be accountable to each other and most importantly to our clients,” he says, highlighting accountability, one of Domani Wealth’s core values.
He has always enjoyed the stock market and began to focus on financial planning for individuals in high school and college. He’s known for his caring nature, and his dedication to volunteering in the community.
Mike enjoys spending time with his wife Katey, their two little girls, and their boxer named Daisy. In his spare time, you can find him hanging out at their RV and enjoying outdoor activities like running, kayaking, hiking, grilling, and sitting by the campfire.
PROFESSIONAL ACCREDITATIONS & EDUCATION
- CERTIFIED FINANCIAL PLANNER™ Professional
- BS Accounting/Finance, DeSales University
- Financial Planning Association
- Financial Planning Association of the Philadelphia Tri-State Area
- Berks County Estate Planning Council
- Greater Reading Young Professionals
COMMUNITY INVOLVEMENT (CURRENT AND PRIOR)
- Leadership Berks, Class of 2019
- Berks County Estate Planning Council, Board Member
- South Mountain YMCA, Board and Finance Committee
- United Way of Berks County, Investment Committee
- Caron Foundation, Greater PA Regional Advisory Board
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Domani is engaged, or continues to be engaged, to provide investment advisory services.
Domani Wealth Blog
Little-Known Medicare Update Can Help With Cashflow
Stepping Into Retirement: Top Ten Items to Help Physicians Prepare
Berks County Medical Record
Great time for GRATS: Transfer Wealth with Minimal Gift Tax or Estate Tax
Domani Wealth Blog
Plan Now for the Retirement You Want
Are You Prepared?
Retirement Planning Strategies*
Greater Reading Chamber of Commerce
Spend, or save? How to build a financial future
Lehigh Valley Business