Omar Dinar
I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand.
Omar Dinar · Stamford, Connecticut
Is this you, Omar?
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About
As a partner on Riehl, Dinar & Associates, the team works closely with a select group of diverse business owners and professionals to help you achieve results that align with your goals. Turning your financial ambitions into action helps you care for your family and secure your legacy. Whether your needs relate to retirement income planning, trust and estate services, engaging in philanthropy, or the sale of your business, the team is here to help you support the people and causes you care about most.
After earning a M.Sc. in Finance and MBA in Management, my career in Financial Services began in 2008 at Lehman Brothers. A move to Wealth Management occurred in 2019. The change provided an opportunity to best utilize my experience and a passion for portfolio management. It also created the opportunity to provide you with a vast menu of offerings to help you pursue virtually any financial and associated lifestyle goal.
I am based on Stamford, CT and reside in Fairfield, CT with my wife, Melissa, son, Anthony, and dog, Callie. In my spare time, I enjoy traveling, reading and watching UConn basketball.
Who they serve
- High earners
- Ultra high net worth
- HENRY (high earner, not rich yet)
- Executives
- Founders
- Multi-generational families
- Retirees
- Early-career professionals
- Pre-retirees
Services
- Financial Planning
- Investment Management
- Philanthropic Planning
- Alternative Investments
- Trust Services
- Executive Compensation
Structured record
| Name | Omar Dinar |
|---|---|
| Firm | Omar Dinar |
| Location | Stamford, Connecticut |
| Fee model | Percentage of Assets (AUM) |
| AUM | $100M - $500M |
| Founded | 2019 |
| Firm size | 2 - 5 employees |
| Affiliation | Hybrid RIA/Broker-Dealer |
| Designations | Series 66 · Series 7 |
| Investment approach | Blend of both |
| Website | https://advisor.ml.com/sites/ct/stamford-ct/riehl-dinar-&-associates/omar-dinar |
| /odinar |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation