Omar Dinar
Financial Advisor
NMLS #1914113
301 Tresser Blvd
Stamford, CT 06901
203.356.8678
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The team works with a select group of diverse business professionals and owners to provide you with trusted advice and guidance when you need it most.
Profile

As a partner on Riehl, Dinar & Associates, the team works closely with a select group of diverse business owners and professionals to help you achieve results that align with your goals. Turning your financial ambitions into action helps you care for your family and secure your legacy. Whether your needs relate to retirement income planning, trust and estate services, engaging in philanthropy, or the sale of your business, the team is here to help you support the people and causes you care about most.


After earning a M.Sc. in Finance and MBA in Management, my career in Financial Services began in 2008 at Lehman Brothers. A move to Wealth Management occurred in 2019. The change provided an opportunity to best utilize my experience and a passion for portfolio management. It also created the opportunity to provide you with a vast menu of offerings to help you pursue virtually any financial and associated lifestyle goal.

I am based on Stamford, CT and reside in Fairfield, CT with my wife, Melissa, son, Anthony, and dog, Callie. In my spare time, I enjoy traveling, reading and watching UConn basketball.
About Me
Welcome

We at Riehl, Dinar & Associates work with a select group of diverse business professionals and owners to achieve clear and outstanding results. We problem solve with our clients to turn their financial ambitions into action so they can take care of their family and secure their legacy. This is accomplished while providing an exceptional client experience centered on transparent, personalized, and actionable steps to address their short term challenges and long term goals.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Mark D Temple
Employee Benefits Specialist
Jeffrey Wiedmann
Wealth Strategies Advisor
Virginia Dobbs
Wealth Management Lending Officer
NMLS #167942
Thursday, January 18th 2024| 11:30 AM EST
The Power of Financial Planning

Kick off the new year with a timely and informative webinar where we will discuss the potential benefits of financial planning. A personalized financial plan can help your assets last through your lifetime and to pursue your desired retirement lifestyle. A financial plan may help:

  • Identify and prioritize what matters most to you
  • Understand your path forward
  • Set your strategy in motion

Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor

This meeting will be conducted via WebEx. To register, please RSVP to omar.dinar@ml.com

Wednesday, February 21st 2024| 11:30 AM EST
A Path Forward: Adjusting Your Retirement Plan for the Road Ahead

Join us for an insightful webinar on adjusting your retirement plan for the road ahead. The markets can be unpredictable, but staying the course with a long-term plan may be your best way forward. This means it's more important than ever to make sure your financial plan and retirement strategy are aligned for the path forward. During our discussion we will cover the following.

  • Establishing your plan in both short and long term goals
  • Exposure our disciplined investment process that aligns with your plan
  • Offer some practical ideas to help you prepare for whatever the future brings

Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor

This meeting will be conducted via WebEx. To register, please RSVP to omar.dinar@ml.com

Wednesday, March 20th 2024| 11:30 AM EST
Women and Wealth

Women have a lot to celebrate. They've made strides in key areas in recent years — from earning more college degrees and holding higher-paying jobs to starting their own businesses and living longer.

As part of Women's Month in March join us for this webinar where we'll talk about the economic power and influence that women possess and how you can prioritize the things that matter most to you, from your careers to your families. We'll also discuss how to plan for your goals throughout your unique journey.

Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor

This meeting will be conducted via WebEx. To register, please RSVP to omar.dinar@ml.com

Tuesday, April 23rd 2024| 11:30 AM EST
Preparing for Homeownership - Day Session

At Riehl, Dinar and Associates, we believe that owning a home can help you build wealth and improve your quality of life. Long before you begin house hunting, we can offer help as you figure out how much debt you can take on, how much money to put toward a down payment and how you'll be able to keep your other important financial goals on track.

Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor

This meeting will be conducted via WebEx. Click here to register or email omar.dinar@ml.com

Tuesday, April 23rd 2024| 5:00 PM EST
Preparing for Homeownership - Evening Session

At Riehl, Dinar and Associates, we believe that owning a home can help you build wealth and improve your quality of life. Long before you begin house hunting, we can offer help as you figure out how much debt you can take on, how much money to put toward a down payment and how you'll be able to keep your other important financial goals on track.

Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor

This meeting will be conducted via WebEx. Click here to register or email omar.dinar@ml.com

Tuesday, June 18th 2024| 5:00 PM EST
Business Owners and their Financial Needs - Evening Session

At Riehl, Dinar and Associates, we offer business owners access to a set of services to help them grow and protect their business and family. They must also plan for retirement and their family's future. So how can one busy person possibly address all these needs? One answer is to manage your business and personal finances as two parts of an integrated whole.

Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor

This meeting will be conducted via WebEx. Click here to register or email omar.dinar@ml.com

Tuesday, June 18th 2024| 11:30 AM EST
Business Owners and their Financial Needs - Day Session

At Riehl, Dinar and Associates, we offer business owners access to a set of services to help them grow and protect their business and family. They must also plan for retirement and their family's future. So how can one busy person possibly address all these needs? One answer is to manage your business and personal finances as two parts of an integrated whole.

Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor

This meeting will be conducted via WebEx. Click here to register or email omar.dinar@ml.com

Tuesday, May 21st 2024| 11:30 AM EST
Merrill Center for Family Wealth - Day Session

At Riehl, Dinar & Associates we help families to define the purpose of their wealth and to be intentional about wealth's impact on themselves,
their families, and their communities. Significant wealth brings substantial complexity. We will cover how the Center exists to help families make sense of that complexity and find ways to thoughtfully navigate wealth in each generation to build individual and collective well-being, purpose, and productivity.

Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor

This meeting will be conducted via WebEx. Click here to register or email omar.dinar@ml.com

Tuesday, May 21st 2024| 5:00 PM EST
Merrill Center for Family Wealth - Evening Session

At Riehl, Dinar & Associates we help families to define the purpose of their wealth and to be intentional about wealth's impact on themselves,
their families, and their communities. Significant wealth brings substantial complexity. We will cover how the Center exists to help families make sense of that complexity and find ways to thoughtfully navigate wealth in each generation to build individual and collective well-being, purpose, and productivity.

Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor

This meeting will be conducted via WebEx. Click here to register or email omar.dinar@ml.com

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Omar K. Dinar is registered to do business in CA, CT, DC, FL, GA, MA, MO, NC, NJ, NM, NY, PA, PR, SC, TX, VA.