Carina S. Diamond,  CFP<sup>&reg;</sup> - Financial Advisor

Carina S. Diamond, CFP®

AIF®

Chief Experience Officer, Managing Partner

Dakota Wealth Management

275 Springside Dr, Ste 250
Akron, OH 44333
FINANCIAL ADVISOR'S WEBSITE
(330) 598-2208 CONNECT WITH Carina
  • twitter link
  • linkedin link

General

Carina Diamond is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Dakota Wealth Management in Akron, OH and the surrounding communities.

Financial Advisor Overview

As a Registered Investment Advisor, Springside Partners helps individuals, families and organizations with investment management, retirement planning and financial planning. We provide rigorous, sophisticated financial management on a fee-only basis, no commissions.

More

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Springside Partners LLC is a Registered Investment Advisor.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

More

Helpful Financial Planning Resources