Contact Info

Carina Diamond, CFP^®, LTCP, MBA
Managing Director,
SS&G Wealth Management LLC

 

Phone: (330) 598-2208

Fax: (330) 668-1446

 

Carina S. Diamond, CFP^®, LTCP, MBA

Specializing in the areas of

• Financial services
• Wealth accumulation planning
• Education planning
• Retirement planning
• Qualified retirement plans
• Risk management
• Family legacy planning
  

Experience

• Founded and managed a trust and investment division for a community bank in northeastern Ohio
• Ran the retirement plan division for a major Cleveland-based bank
• Ran a fee-only financial planning practice at a large accounting firm in Albany, New York

Education

• Master of Business Administration from the State University of New York at Albany
• Bachelor of Arts degree from the State University of New York at Albany

Professional

• Registered Representative with Multi-Financial Securities Corporation,
  
• Certified Financial Planner® designation
• Long-Term Care Professional designation
• Securities registrations: Series 7, 24, 51, 63, and 66
• Ohio Life/Health/Accident Insurance licenses

Civic

• Planned Giving Council of the Cleveland Museum of Art, member
• Diabetes Association of Greater Cleveland, board member
• Co-chaired the Diabetes Association’s annual “Promenade” gala
• Museum of Contemporary Art – Cleveland (MOCA), past board member

Registered Representative of and securities and Advisory Services offered through Multi-Financial Securities Corporation, Member FINRA, SIPC, . SS&G Wealth Management and SS&G Financial Services are not affiliated with Multi-Financial Securities Corporation or ING.