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Dina Megretskaia, JD, CFP®, EA

Dina’s passion for estate planning led her to seek a law degree with a tax law certificate. In addition to estate and retirement planning, she has experience working in wealth planning, including tax planning, risk management and investment management.
Prior to joining Modera as a Principal & Wealth Manager, Dina worked as a Private Client Advisor at a fee-only Registered Investment Advisory Firm in New Hope, PA, developing and guiding clients through a holistic planning process. In addition to analyzing tax strategies and implementing portfolios to support client goals, Dina managed the training process for new associate advisors. She also previously worked in strategy consulting, working with several Fortune 500 companies to measure the impact of marketing, pricing, merchandising, operations, and CapEx actions by applying the scientific method to business problems.
Dina earned a J.D. from New England Law in Boston, a master’s degree in finance from the Wharton School at the University of Pennsylvania, and a bachelor’s degree in economics and mathematics from Carnegie Mellon University (where she also obtained minors in computational finance and creative writing). She is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, eligible to represent taxpayers before the IRS.
When not working, Dina loves running, hiking, and the company of great friends and books. She lives in the Jamaica Plain neighborhood of Boston with her engineer husband, Sebastien.