Domani Wealth Offices Closed September 24th                                                                    

All Domani Wealth offices will be closed on Tuesday, September 24, 2019 for employees and their families to enjoy a special Appreciation Event in recognition of the team’s work and dedication to providing quality service to clients throughout the year. If you have an urgent matter and need immediate assistance on this day, please contact your advisor on their cell phone.

We appreciate your understanding.

Michael J. Dinan, CFP®

Wealth Advisor

Michael J. Dinan, CFP®
Wealth Advisor

Mike works closely with clients and their families to develop financial plans in line with their personal goals and objectives. He is passionate about providing customized solutions to help them meet their individual goals for retirement, investment, estate, philanthropic, income tax and insurance planning. In addition, Mike works closely with the firm’s Investment Strategy Group to identify investment strategies and unique opportunities to be considered in clients’ portfolios.

He is also a member of the Wealth Planning team, where he works on financial planning strategies and processes that are utilized throughout the firm.

Mike finds it rewarding to see the positive impact on clients while working with them to develop a tailored financial plan and ultimately achieve their financial goals.

 

Professional Accreditations & Education 
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • BS Accounting/Finance, DeSales University

 

Professional Memberships 
  • 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
  • South Mountain YMCA, Board and Finance Committee
  • United Way of Berks County, Investment Committee
  • Caron Foundation, Central PA Advisory Council

CONTACT INFO

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