As the Founder and CEO of Springside Partners LLC, Carina Diamond specializes in retirement planning and investment management. She helps clients at every stage of life design a financial plan, customize or refresh a portfolio, or address a specific issue or life event. Carina was honored as one of twenty 2018 “Women to Watch” by InvestmentNews.1
Carina proudly leads a highly qualified, well-educated team with a proven track record for rigorous, sophisticated financial management and an eye toward income generation. Her clients include individuals, couples, families, owners of closely held businesses, and senior executives.
In 2009, she founded the program flourish™: women & wealth. This initiative brings diverse women together in a comfortable setting to discuss how to plan for the future, so that women feel more empowered. Over 1,000 women have attended a flourish™ program since inception.
This dedication to guiding women financially led her to establish an endowed scholarship to inspire female students to pursue careers in financial planning. The Carina Diamond Scholarship at the University of Akron is one of very few scholarships in the country aimed at bringing more young women into an industry traditionally led by men.
She is a Trustee for the University of Akron Foundation and Akron Children’s Hospital. She also serves on the advisory board for the University of Akron’s Department of Finance and is on the executive committee of the University’s Financial Planning Program. As a volunteer, Carina serves as a CFP® Board Ambassador and speaks regularly to the media. She is a member of Summa Health Foundation’s Circle of Women’s Health Philanthropists.
Carina is a passionate advocate of financial literacy for women and nationwide speaker. As a source for major national media such as The Wall Street Journal, CNBC, Reuters, US News & World Report, Investment News, and Investor’s Business Daily, she is regularly sought for financial planning commentary. Her influence within the industry led to her recognition as one of the top 200 women financial advisors nationally and best-in-state wealth advisors by Forbes2 and was named one of Crain’s 2017 Influential Women in Finance.3
As a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®, she graduated from the State University of New York at Albany with a Bachelor of Arts and a Master of Business Administration.
1 – 350 candidates were considered for the award and 20 were selected. InvestmentNews 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 InvestmentNews. Candidates were not required to be a member of any organization to be eligible for nomination.
2 – In 2018 Shook Research received 22,146 nominations for 7,435 women. They selected 6,461 women to complete an online survey and conducted 6,104 telephone interviews and 1,210 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 2018 Forbes Ranking of Americas Top Women Wealth Advisors” at www.forbes.com.
3 – Candidates were nominated by third parties and the fifteen women selected were from a field of women in finance. Candidates were judged by Crain’s 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.