Dina Megretskaia

CFP®, EA

Modera Wealth Management

Financial Advisor

Dina Megretskaia

CFP®, EA

Modera Wealth Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Dina Megretskaia, CFP®, EA

Fee-Only financial planner located in Boston, MA, serving clients locally and across the country

Dina Megretskaia is a Boston, MA fee-only financial planner.  Modera Wealth Management provides comprehensive financial planninginvestment management and foundation/endowment investing to help individuals, families, trusts, institutions, and philanthropic organizations organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Dina Megretskaia is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Dina Megretskaia's role involves working with individuals and their families to build, execute and monitor the progress of their financial plans and investment strategies to help them achieve their financial goals. Dina has experience working in all areas of wealth planning, including retirement planning, estate planning, tax planning, risk management and investment management. In addition, she works closely with clients’ other professional advisors, such as accountants, estate attorneys, and insurance agents, to ensure all aspects of the financial plan work together.

Education

Wharton School at the University of Pennsylvania, M.A., Finance

Carnegie Mellon University, B.S., Economics and Mathematics with minors in Computational Finance and Creative Writing

Professional Designations

CFP®, EA

Giving Back

Helping Working Families Tackle Taxes

Dina Megretskaia was a 2018/2019 participant in the Volunteer Income Tax Prep (VITA) free tax prep program with the Philadelphia Campaign for Working Families in Norristown, PA, tasked with preparing and explaining tax returns to patrons.

Dina Megretskaia is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Modera provides thoughtful financial counsel to discerning individuals and organizations. Overseeing $4.95 billion in regulatory assets under management*, we operate on a fee-only model that puts our clients’ needs ahead of our own. Our team members, located in our seven offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years.

* as of December 31, 2020.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Dina Megretskaia is a NAPFA Associate

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Dina Megretskaia is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Enrolled Agent with the IRS (EA)
    Dina Megretskaia is an Enrolled Agent (EA) with the IRS

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

Contact Dina Megretskaia

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Office Locations:

  • 535 Boylston St.
    Suite 300
    Boston, MA 02116

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