Dinakar Vaidya, Financial Advisor

Focus Areas

  • Retirement income strategies
  • Retirement savings strategies
  • Wealth protection strategies
  • Business owner considerations
  • Business retirement plans
  • Education savings strategies

About Dinakar

As your Financial Advisor, I invest my time to understand what is important to you and work with you to determine the most appropriate financial strategy and disciplined investment approach to help you achieve your financial goals. I work with individuals, families and business owners to help them with their retirement plan, pension plan, insurance needs and changes in financial situations due to job change, job loss, buying or selling properties or business, separation, divorce or a death in the family.

I have a Master's degree in Finance supported by technical and analytical skills. Since finances touch nearly every...

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Soccer
  • Skiing

Team Members

  • Nancy Keeney
    Sr. Branch Office Administrator
  • Anjelika Podgurski
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

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