|CFP®, CEPA Lead Advisor - Dowling & Yahnke Wealth Advisors
Anna E. Diaz joined Dowling & Yahnke in 2018 as a Lead Advisor. Prior to joining Dowling & Yahnke, she was a Senior Vice President and Private Client Advisor at a national private wealth advisory institute for 16 years. Anna holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Exit Planning Advisor (CEPA) designations. She holds a Certificate in Investment Strategies and Portfolio Management from the Wharton School of the University of Pennsylvania. She completed her undergraduate work in Financial Services at San Diego State University.
“I love helping clients with preparing for important transitions. These can range from retirement, planning for the next chapter in their business, or designing a thoughtful transition of wealth (and values!) to the next generation. It is in these important moments where I enjoy helping clients articulate and realize their vision,” explains Anna. “I also enjoy helping clients identify and execute on their philanthropic intentions. The stories that foster their giving combined with the ways in which we thoughtfully help them design their charitable strategy make this work extremely rewarding.”
Anna is also intimately involved in the Women’s Initiative at D&Y. “I am continually impressed with the caliber of women with whom I work and the contributions and stories shared by our female clients. Contributing to this meaningful initiative excites me as we continue to uniquely serve our female clients, collaborate with high-performing female professionals, and attract and retain female professionals in our business.”
Anna is involved with several professional organizations such as RSF Foundation Professional Advisors Council, North County Estate Planning Council, Rady Children’s Hospital Foundation Estates & Trusts Council, and the Trusted Charitable Advisor Program. She is a graduate of LEAD San Diego a non-profit organization of the San Diego Regional Chamber and also serves on the Nonprofit Institute Advisory Board.