Chief Experience Officer at Dakota Wealth, LLC
CFP® (Certified Financial Planner) AIF® (Accredited Investment Fiduciary)
Carina serves as Chief Experience Officer at Dakota Wealth, LLC. Carina has been a leader in the wealth management profession for several decades. She founded the program Flourish™: women & wealth – an initiative that has brought together over 1000 diverse women to discuss how to plan for their financial futures. This dedication to guiding women financially led Carina to establish an endowed scholarship at the University of Akron for women studying financial planning. She also founded the Diamond Graduate Women’s Leadership Xperience at UA, an interdisciplinary leadership program. Carina serves as a Trustee for the University of Akron Foundation and is a former Trustee for Akron Children’s Hospital Foundation. She served as a CFP® Board Ambassador, speaking regularly to national media and blogging. Carina has been named a Forbes American’s Top Women Advisors for five consecutive years (2017 – 2021). In 2018, she was named a Woman to Watch by Investment News. She was honored as a 2017 Crain’s Cleveland Influential Women in Finance, and as The University of Akron’s 2018 Finance Executive of the Year.
Our 2021 Best-In-State Wealth Advisors list spotlights more than 5,000 advisors, nominated by their firms — then researched, interviewed and assigned a ranking by SHOOK Research. The wealth advisors on our 2021 list manage more than $6 trillion in client assets. Among those selected for this year's list are a second generation advisor, a former fashion model turned top advisor, an advisor with a Ph.D. in cellular and molecular biology, and an Iranian émigré to the U.S. Those standouts are spotlighted below, explore their stories and learn how they earned a spot on the list.
¹350 candidates were considered for the award and 20 were selected. Investment News determines nominees’ eligibility for the Women to Watch list based on leadership in the financial advisory industry, mentoring, and giving back to her community. Candidates did not pay a fee to be nominated but any marketing in connection with the selection is paid for at their expense. The award was independently granted by Investment News. Candidates were not required to be a member of any organization to be eligible for nomination. ²In 2019 Shook Research received 32,000 nominations for 9,654 women. They selected 14,190 women to complete an online survey and conducted 11,864 telephone interviews and 2,356 in-person interviews. Candidates met basic industry requirements and were judged on quantitative and qualitative factors. Shook is independent and objective and does not receive compensation from the advisors, firms, the media or any other source in exchange for placement on a ranking. Those selected were not required to be a member of any organization to be eligible for nomination. For further information concerning the methodology used see “The 2020 Forbes Ranking of Americas Top Women Wealth Advisors” at www.forbes.com ³Candidates were nominated by third parties and the fifteen women selected were from a field of women in finance. Candidates were judged by Crains’ for their part in contributing to the strategic growth of their company and for contributions to their community. Candidates did not pay a fee to be nominated but any marketing in connection with the selection is paid for at their expense. Candidates were not required to be a member of any organization to be eligible for nomination. Disclosure: Additional information, including management fees and expenses, is provided on Dakoré Wealth Management, LLC’s Form ADV Part 2 and Part 2B, which are available upon request. As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. Past performance is not a guarantee of future results.
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