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    Dina Weiss

    Chief Investment Officer - Financial Advisor - Financial Advocate - Author - Public Speaker

    Professional Background

    Dina Weiss has forged a remarkable career in the financial services industry since 2005, marking herself as a transparent and client-focused expert. Her work ethic and commitment to client satisfaction underlie her financial management philosophy, enabling her to build trust from the ground up. This foundational dedication to her clients ensures that their needs and goals are at the forefront of every financial decision she makes.

    Throughout her extensive career, Dina has served in numerous prestigious roles, including her current position as the Chief Investment Officer and Financial Advisor at Redwing Financial. In her role at Redwing Financial, she specializes in delivering tailored investment advice and comprehensive financial planning services to her clients. Her approach emphasizes understanding clients' individual goals and risk profiles, which allows for a more personalized investment strategy that aligns with their financial aspirations.

    Before her tenure at Redwing Financial, Dina held several critical positions within the industry. Notably, she served as the Chief Investment Officer and Private Wealth Advisor at Lighthouse Financial Group, where she further refined her skills in investment advising and asset management. Additionally, her experience as Director of Compliance and Operations at HighPoint Advisor Group demonstrates her well-rounded expertise in both the advisory and operational aspects of financial services.

    Dina’s background also includes significant roles at HighPoint Planning Partners, Schaffnit Wealth Management Group, and Ameriprise Financial Services, Inc. Each of these positions contributed to her vast reservoir of knowledge about financial markets, investment strategies, and regulatory compliance, enhancing her ability to serve her clients effectively.

    Education and Achievements

    Dina Weiss completed her Bachelor of Fine Arts (BFA) degree at Northern Illinois University, an educational foundation that underscores her creative approach to problem-solving. While her academic background is distinct from traditional finance education, the skills she developed during her studies contribute to her innovative and client-centered approach in financial planning and investment management.

    Additionally, Dina's financial credentials include Series 7 and Series 24 registrations with LPL Financial, as well as a Series 66 registration held jointly with LPL Financial and Redwing Financial. These licenses are fundamental in ensuring that she remains compliant with financial regulations and can offer her clients a wide range of investment options.

    As a registered Investment Advisor Representative, she remains firmly rooted in the principles of fiduciary responsibility. Dina is dedicated to putting her clients' interests first, emphasizing transparency in financial recommendations and transactions.

    Achievements

    Dina Weiss has received recognition within the financial services community for her unwavering dedication to her clients and her strategic guidance in investment management. Her ability to simplify complex financial concepts makes her an invaluable ally for individuals and families navigating today's diverse investment landscape.

    Through her innovative financial planning packages, Dina empowers her clients to define their financial goals clearly, appreciate their risk tolerance, and implement an actionable plan towards wealth building. This thorough planning process is coupled with her commitment to delivering timely and consistent service, ensuring that her clients achieve financial growth and security.

    In her role as Chief Investment Officer, she has been instrumental in helping clients manage their portfolios effectively, adapting strategies as market conditions evolve. Her strong rapport with clients sets her apart as a trusted advisor, fostering a long-term partnership that is centered on achieving financial success.

    Overall, Dina Weiss is a consummate financial professional, dedicated to serving the financial planning and investment needs of her clients. Through her commitment to education, continued professional development, and providing personalized financial advice, she sets a high standard for service in the financial industry.

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    Dina Weiss
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    Location

    Naperville, Illinois, United States