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
Meet Dina Megretskaia
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Dina Megretskaia is a NAPFA AssociateThe 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.
Contact Dina Megretskaia
Office Locations:
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535 Boylston St.
Suite 300
Boston, MA 02116
