|CFA, CFP® Lead Advisor - Dowling & Yahnke Wealth Advisors
Aria Krumwiede joined the dynamic team of Lead Advisors at Dowling and Yahnke in 2018. Previously, Aria worked as an Investment Specialist for the J.P. Morgan Private Bank, primarily advising public company executives, private business owners, and entrepreneurs across San Francisco and Seattle.
“I love helping clients better understand their executive compensation and structure their 10b5-1 plans. The underlying components (across RSUs, PSUs, NQSOs, ISOs, etc.) are like pieces of a broader puzzle, and I enjoy advising my clients across these components,” states Aria.
Aria holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. Aria completed the Master’s Program in Finance from the Robert Day School of Claremont McKenna College. She completed her undergraduate education at Claremont McKenna College where she majored in Economics and graduated cum laude.
At D&Y, Aria is actively involved in helping to shape the D&Y Women’s Initiative. “Growing up, I was passionate about playing basketball and enjoyed studying mathematics in school. I was lucky enough to have visible and strong, female role models in both the basketball and finance worlds. These role models inspired me to continue playing basketball on to the collegiate level, and to pursue a career in the financial industries,” explains Aria. “I am hopeful that the D&Y Women’s Initiative will empower the next generation of young girls to pursue their passions and dreams as well.”
In the community, Aria is a member of several organizations including Junior League, Junior Achievement, and the Association for Corporate Growth.