Michael J. Dinan
CFP®
Financial Advisor / Member Owner
What I enjoy most is getting to know our clients and being part of their lives. My perfect workday would be full of client meetings!
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Mike is a financial advisor in Savant’s Wyomissing, PA office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional, Mike is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Mike has been involved in the financial services industry since 2005. He was a partner and senior wealth advisor for Domani Wealth until it joined with Savant in 2023.
Mike is a member of the Financial Planning Association, the Financial Planning Association of the Philadelphia Tri-State Area, and the Berks County Estate Planning Council. In 2019, he completed the Leadership Berks program through the United Way of Berks County and Alvernia University.
Mike enjoys giving back to his community by serving on the Berks County Estate Planning Council Board, the United Way of Berks County investment committee, the South Mountain YMCA Board, and the Caron Foundation Greater PA Regional Advisory Board.
Mike earned bachelor of science degree in accounting and finance from DeSales University in Center Valley, PA.
Mike and his wife Katey have two daughters, a boxer named Daisy, and a husky named Dexter. In his spare time, you can find him hanging out with his family at their RV and enjoying outdoor activities like running, kayaking, hiking, grilling, and sitting by the campfire.
Articles &
Media
Education &
Designations
- DeSales University
Bachelor of Science in Accounting and Finance - CERTIFIED FINANCIAL PLANNER® professional
Affiliations &
Community Service
- Financial Planning Association – member
- Financial Planning Association of the Philadelphia Tri-State Area – member
- Berks County Estate Planning Council – member, board member
- United Way of Berks County Leadership Berks
- United Way of Berks County – Investment Committee member
- South Mountain YMCA – board member
- Caron Foundation Greater PA Regional Advisory Board – member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.