ANNA E. DIAZ

Partner and Wealth Advisor CI - Dowling & Yahnke Private Wealth

Anna E. Diaz, Partner and Wealth Advisor at CI-Dowling & Yahnke Private Wealth, has been in the financial services industry for more than 26 years, with 22 years in wealth management. She is a Certified Financial Planner, a Certified Private Wealth Advisor and a Certified Exit Planning Advisor. She leads her firm's Growth Committee. Her clients often have multi-generational objectives. To help address that, Diaz co-created a Legacy & Philanthropy offering within her firm. She also provides specialized planning around clients' private business interests, business exit planning and charitable needs. Passionate about supporting women and younger advisors in the field, Diaz is a board member of Stella Foundation, an incubator and advisory group for women-led small businesses. She also sits on the Advisory Board of the Nonprofit Institute and the Executive Committee for the Rady Children's Hospital Foundation Estates & Trusts Council. She can be reached at 858-509-9500.