Anna Diaz Earns Prestigious CEPA Designation

By on April 25, 2019
Categories: D&Y UPDATES

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.

About Dowling & Yahnke Wealth Advisors

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.*

* The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. Barron’s requested Dowling & Yahnke to apply for the ranking. The information for the ranking was compiled by the advisor and may or may not be verified by Barron’s. It is unknown as to the number of applicants considered for the ranking and the percentage of applicants that made the ranking. The award should not be viewed as representative of any one client’s experience and should not be taken as an indication of performance by Dowling & Yahnke and any of its clients. While Dowling & Yahnke did not pay a fee to apply for the award, the firm does purchase goods or services from the publisher of the award (such as subscriptions to the publication, reprints of the ranking, and payment to be included in other Barron’s-published lists).


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