San Diego – April 25, 2019: Dowling & Yahnke, LLC, a wealth advisory firm managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Anna Diaz, Lead Advisor, is now a Certified Exit Planning Advisor (CEPA).
To receive the CEPA designation, Anna Diaz completed the intensive 4-day executive MBA-style program that involved approximately one hundred hours of pre-course study, thirty hours of classroom instruction, and the successful completion of a 3-hour proctored exam.
The Certified Exit Planning Advisor program was specifically designed for business advisors who work closely with owners of privately held companies. “Many of our clients have created substantial wealth through the ownership and sale of their businesses,” according to Mike Brown, Principal. “We recognize the unique complexities and opportunities that arise with business ownership and succession planning, so Anna’s expertise in this area provides great value to our clients.”
Anna was born and raised in San Diego and enjoys outdoor activities such as running and swimming in her spare time. She lives in Carmel Valley with her husband Brian and their two children.
Since 1991, Dowling & Yahnke has offered time-tested, objective ﬁnancial planning advice and investment management services designed for the ﬁnancial health of our clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonproﬁt organizations.
Dowling & Yahnke is one of the largest independent wealth management firms in San Diego as measured by discretionary assets under management. For the twelfth consecutive year, Dowling & Yahnke has had an advisor on the Barron’s Top 100 Independent Advisers List.*