Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

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Profile

As a partner on Riehl Dinar & Associates, we work with a select group of diverse business owners and professionals to achieve clear and outstanding results that align with our clients’ goals.  We problem solve with our clients to turn their financial ambitions into action so they can take care of their family and secure their legacy.  This is accomplished through an exceptional experience centered on transparent, personalized, and easy to follow actionable steps addressing short-term challenges and long-term goals.

After earning a M.Sc. in Finance and MBA in Management, I began my career in Financial Services in 2008 at Lehman Brothers just before the Financial Crisis of 2008 and spending the subsequent 11 years in Risk, Data, and Project Management functions. I pivoted to Wealth Management in 2019 where I can best utilize my expertise coupled with a passion for portfolio management and to help others.

I am based in Stamford, CT and reside in Fairfield, CT with my wife, Melissa, son, Anthony, and dog, Calhoun.  In my spare time, I enjoy travelling, reading, and watching UConn basketball.

  • LANGUAGES

    Spanish & English

  • EDUCATION

    Fairfield University

    Fordham University

    New York University

    University of Connecticut

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

David W. Waldo

Employee Benefits Specialist

Bank of America, N.A.

Virginia Dobbs

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #167942

Jeffrey Wiedmann

Wealth Strategist

Merrill

Past Events

Insights from the Affluent Hispanic/Latino community

September 21st, 2022|11:30 AM EST

You’re invited to a Virtual Seminar: Diverse Viewpoints, insights from the affluent Hispanic/Latino community on financial attitudes and behaviors.

As part of Hispanic Heritage Month, we will present insights from the affluent Hispanic/Latino community on financial attitudes and behaviors.  At Merrill, we’ve always focused on putting our clients first and understanding them as individuals and as members
of their communities.  This body of research furthers our commitment to understanding the diverse experiences and financial paths of the communities in which we live and work.

Presented By:
Andres de Corral, Regional Managing Director
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor

This meeting will be conducted via WebEx. To register, please RSVP to omar.dinar@ml.com

    Andy Friedman Washington Update 2022

    October 19th, 2022|4:00 PM - 5:00 PM EST

    Join us for a virtual event featuring Andy Friedman, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. into potential growth strategies for business owners, executives and high net worth investors. Andy will discuss his perspective on the current political environment, prospective legislation and strategies for investment and retirement planning.

    This meeting will be conducted via WebEx. To register, please RSVP to omar.dinar@ml.com

      A Path Forward: Adjusting Your Retirement Plan for the Road Ahead

      February 1st, 2023|11:30 AM - 12:30 PM EDT

      Join us on Wednesday, February 1, 2023 at 11:30am EST for an informative seminar to learn more about how you can move forward with confidence and put a strategy in place to help achieve what matters most to you.  During this educational event, we will:

      • Discuss grounding your plan in both short-term and long-term goals
      • Explore our disciplined investment process that can help you create and stick to your personalized plan
      • Offer some practical ideas to help you prepare for whatever the future brings

      Presented By:
      Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
      Omar K Dinar, Financial Advisor, Senior Portfolio Advisor

      This meeting will be conducted via WebEx. To register, please RSVP to Omar.Dinar@ml.com

        Where do we begin? It starts with you.

        At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

        Understanding Your Life

        Mission

        We at Riehl, Dinar & Associates work with a select group of diverse business professionals and owners to achieve clear and outstanding results.  We problem solve with our clients to turn their financial ambitions into action so they can take care of their family and secure their legacy.  This is accomplished while providing an exceptional client experience centered on transparent, personalized, and actionable steps to address their short term challenges and long term goals.

        Approach

        No two investment approaches are alike because no two investors are alike. I'll examine several components — your life priorities, investment personality and financial situation — and work together to help you create a customized, actionable approach with personalized advice and measurable goals. I'll help you track progress to your goals and work with you to adjust your investment approach over time, as needed.

        Capabilities

        My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

        Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

        Staying on Track

        We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



        Reviews to help you
        stay on track

        We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



          Changes in your life
          and to your goals

          Your life and goals change. As these changes occur, we can update your approach to reflect them.

          #DigitalMerrill

          MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

          Your advisor is a click away within our site or mobile apps

          You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

          Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

            Let’s Have a Conversation

            Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

            Why Merrill?

            As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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            We put you first, every day.
            Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



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            Transcript of Video 

            No question too big or moment too small

            For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

            Personalized advice from a dedicated financial advisor.

            We get to know you and your family, your financial situation and what matters most to you.

            A comprehensive approach, built around your life’s priorities.

            Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

            Adjusting your investment approach as your life and the markets change.

            We will work to help you stay on track, regardless of what the markets are doing.