Dina Isola
Advisor specializing in 403b plans
- Role
- Investment Advisor Representative at Ritholtz Wealth
- Location
- Stony Brook, NY, US
- LinkedIn followers
- 500 followers
About Dina Isola
Drawing on my communications background and my work advising investors, I am able to address common issues that might be intimidating to the novice investor. Much of my work outside of high net worth investors is in the K-12 teacher community, educating them so they are not exploited (as they have been) and helping them build wealth. Back in 2019, I testified before the US House of Representatives Financial Services Committee to call for fiduciary advice, low fees and transparency because investors had no idea how they were being steered into bad financial products. My personal mission is to educate others in the absence of adequate laws, so that I never have to help free someone from an awful investment. Educating students about personal finance is also important to me. A more financially literate population is an empowered and engaged population.
Experience
Investment Advisor Representative
Nov 2015 — Present · New York, NY, US
Education
Fairfield University
Bachelor of Arts (B.A.), English Writing/Communications
1983 — 1987
Skills
- Asset Allocation
- Mutual Funds
- Start-Ups
- Strategic Planning
- Equities
- Investments
- Retirement
- Wealth Management
- Investor Relations
- Insurance
- Management
- Financial Services
- Investment Management
- Series 63
- Marketing
- Asset Management
- Finance
- Marketing Strategy
- Securities
- Asset Managment
- Fixed Income
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