Dina Leader Powers, CPA, CFP®
As an advisor at Fairway, my primary responsibility is to help manage the personal financial affairs of a group of high-net-worth client families. I am passionate about helping my clients build an investment strategy aligned with their financial and personal goals. Examples of common goals include a work optional lifestyle, retirement, building/buying a vacation or second home, funding college, charitable giving, etc. Our holistic approach to wealth management starts with goals, investing, and funding but also includes working with our clients on tax and estate planning, as well as risk management.
We’ll review and understand our client’s entire balance sheet and coordinate an investment strategy that incorporates all their accounts, no matter where they are located. This could include their employer sponsored plans, both qualified and non-qualified type plans, such as a 401k, 403b, 457b deferred compensation, different types of stock options, employer stock, SEP IRA, certain pension plans, etc.
My clients consist of corporate executives, entrepreneurs, business professionals, retirees, and executives. For various reasons most of them seek the financial leadership and direction that Fairway can provide. I truly enjoy my role inspiring and educating families on the complexities of wealth and working with them to grow their net worth.
Prior to working at Fairway, I spent 16 years at Deloitte Tax in Cleveland focusing on tax consulting and compliance services.
Personally, beyond my professional responsibilities, I enjoy spending time with my husband and caring for our four children. We spend a lot of time at our children’s sporting events. They play football, baseball, and lacrosse. Otherwise, I look forward to entertaining and relaxing with family and friends, outdoor activities, gardening, decorating, and travel. I love to vacation at the ocean/beach!