Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Omar Dinar serves as a wealth management advisor at Merrill. His goal is to give his client’s the best life possible within their means while at the same time shielding them from as much risk as possible. This is accomplished through customized financial planning, which covers investment management, estate planning services, tax strategies, and insurance to help ensure all pieces complement each other to help ensure all of your short, medium, and long term financial goals are met.
Omar has worked in financial services for over 12 years starting just before the Financial Crisis of 2008 and spending the subsequent 10+ years in Risk Management and Project Management capacities. He pivoted to Wealth Management in 2019 by utilizing his risk management experience coupled with a passion for portfolio management. Omar works with individuals, families, businesses, and non-profits primarily in the tri-state area and in Florida to help them achieve their short, medium, and long term financial goals.
I look forward to connecting with all of you to see if we can find any opportunities to collaborate.
Omar earned a BS in Engineering from the University of Connecticut, an MS in Finance from Fairfield University, an MBA in Management from Fordham University, and a Certificate in Financial Planning from New York University. He is actively involved in his community as a volunteer for the Shriner’s Children’s Hospital. He resides in Fairfield, CT with his wife, Melissa, son, Anthony, and dog, Calhoun.
New York University
University of Connecticut
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
June 23rd, 2021|11:30 AM - 12:30 PM EST
You’re invited to a Virtual Seminar: Real Estate 101
At Merrill, we are here to help you make thoughtful decisions. That’s why we invite you to join is for this informative presentation. During this educational event, we will learn:
April 28th, 2021|11:30 AM - 12:30 PM EST
You’re invited to a Virtual Seminar: The New Normal, Investing in a New Future with Sustainable and Impact Investments.
At Merrill, we believe that we are facing an inflection point. Disruption in the market is creating opportunity for companies with strong environmental, social, and governance profiles to be well positioned to potentially deliver enhanced value over the long term.
Please join us for the latest webinar in our New Normal Series, where:
June 2nd, 2021|11:30 AM - 12:30 PM EST
You're Invited to a Virtual Seminar: Protecting your Wealth from Healthcare Costs.
Have you taken time to consider the effect that healthcare costs could have on your portfolio and the fact that these costs could rapidly deplete your savings and adversely impact your retirement income?
At Merrill, we believe that whether you’re approaching retirement or already well into your retirement years, protecting your wealth is just as important as building it. Properly preparing for healthcare costs, both those you expect and those that are less predictable, such as a need for long-term care, will help improve the likelihood that your assets and your retirement lifestyle last a lifetime and beyond.
Arisleyda C Riehl CIMA®, CRPC®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor
Craig Rubino, Crump, LTC Strategist
This meeting will be conducted via WebEx. To register, please RSVP to firstname.lastname@example.org
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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