We’ve got a big announcement: We promoted Michael Dinan, CFP®, to Senior Wealth Advisor.
In 2020, Domani Wealth is celebrating 25 years in business. With more than $1.5 billion in assets under management and advisement, one of the ways we’ve continued to grow is by mentoring and promoting our team members (teamwork is one of our core values!).
Mike has more than 15 years of experience and has been a member of our wealth advisory team for 12 years.
“Mike has excelled in his ability to advise clients and help them understand how decisions made today will impact financial opportunities for tomorrow,” Tom Williams, Domani Wealth’s CEO and partner said. “He enjoys helping clients achieve their financial goals, and his commitment to Domani has been steadfast.
A CERTIFIED FINANCIAL PLANNER™, Mike has a bachelor’s degree in finance and accounting from DeSales University. He serves in leadership capacity on several area nonprofits, including the Pennsylvania Advisory Board Committee for the Caron Foundation, as a board and finance committee member for the South Mountain YMCA Camp, and is on the investment committee of the United Way of Berks County.
Michael Dinan is a valuable part of our team and works closely with clients and their families to develop financial plans aligned with each one’s personal goals and objectives. Get in touch with him today!