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®
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

 

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