Dina Simone

Dina became a financial Advisor in 1999 following a successful career in the legal field.

Dina's main focus is working with families to achieve their goals for accumulating savings, growing wealth and preserving wealth for retirement for themselves and their families. Dina understands that protecting your family comes first. Life can change in an instant, and she is here to make certain that your safety net will be safe, strong and secure. It’s not just about financial planning, its life planning.

Dina is continually expanding her knowledge and refining her practice to deliver the best possible value to her clients.