Dina Leader Powers, CPA, CFP®
Partner, Wealth Advisory ServicesI manage the personal financial affairs of high-net-worth client families. I design and implement investment strategies aligned with each client’s financial and personal goals, including work optional lifestyles, retirement, building or purchasing a vacation or second home, funding education, charitable giving, and wealth transfers. All portfolio designs are built with a strong emphasis on tax efficiency.
My work begins with a comprehensive review of each client’s full balance sheet. I coordinate investment strategies across all accounts, regardless of where they are held, including retirement and employer sponsored plans such as 401(k), 403(b), and 457(b) plans, deferred compensation arrangements, stock options, employer stock, SEP IRAs, and certain pension plans. I take a holistic approach to wealth management that also incorporates tax planning, estate planning, and risk management.
My clients include corporate executives, entrepreneurs, business professionals, retirees, and trustees who seek thoughtful financial leadership, solutions, and long-term direction. I enjoy helping clients clarify their goals, feel secure in their financial decisions, and fully enjoy the utility of their wealth while continuing to grow their financial enterprise.
I joined Fairway in 2016 after spending sixteen years at Deloitte Tax in Cleveland, where I served as a Senior Manager providing tax consulting and compliance services.
I am a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER® professional, and I have a master’s degree in taxation.
Outside of work, I enjoy spending time with my husband and our four children, attending their sporting events, visiting, and entertaining family and friends. I also enjoy outdoor activities, gardening, decorating, and traveling,
