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Bogdan D

CFP®, Series 63, Series 65, Series 66

Middle Village, NY

Fidelity

Bogdan Dinca is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2018. In this position, he partners with individuals and families to identify, prioritize, and develop strategies aimed at building, preserving, and distributing their wealth. Prior to joining Fidelity Investments, Bogdan served as a Senior Financial Consultant at TD Ameritrade from 2013 to 2018. Bogdan's professional experience includes a focus on wealth planning and financial consulting, providing him with expertise in developing personalized strategies for clients. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Wealth management
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