Get to know our team members! Meet Mike Dinan, CFP®, Partner and Senior Wealth Advisor.
What’s one of your favorite things about your job?
Getting to know our clients as well as we do and being a part of their lives.
Which of Domani Wealth’s core values most resonates with you and why?
Accountability — we need to be accountable to each other internally and, most importantly, to our clients.
What made you pursue a career in your chosen skillset?
I have always loved the stock markets and steered toward planning in high school and college.
If you had an entire day of free time what would you do?
Get to all the organizing that I always dream about but do not get to. Or go kayaking followed by grilling out over a campfire.
What pets do you have?
We love our rescued boxer, Daisy.
What’s the most favorite place you’ve visited?
My family and I went on an RV trip in the fall to upstate New York.
Important Disclosure
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Domani. A copy of Domani’s current written disclosure brochure discussing our advisory services and fees continues to remain available upon request.
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