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Aria Krumwiede, CFA Promoted to Lead Advisor at Dowling & Yahnke Wealth Advisors

By on June 10, 2019
Categories: D&Y UPDATES
Documents: Download PDF Aria-Krumwiede-CFA-Promoted-to-Lead-Advisor.pdf

Dowling & Yahnke Wealth Advisors, currently managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Aria Krumwiede, CFA been promoted to Lead Advisor. In her new role, Aria will serve as a primary point of contact for clients.

Aria joined Dowling & Yahnke as an Associate Advisor in 2018 after having previously worked for J.P. Morgan Private Bank since 2013. Aria has developed extensive knowledge and leadership in the key aspects of investment management, financial planning, and client servicing. Additionally, Aria embodies the Firm’s ongoing dedication to superior academic and industry expertise. In 2013, she graduated from the Master’s Program in Finance at Claremont McKenna College and later earned a Chartered Financial Analyst (CFA) designation.

“Aria has been a great addition to our team,” said Alana Asmussen, Principal and Lead Advisor. “We are excited to promote her to our continually expanding group of exceptional advisors. Her unwavering desire to serve clients makes her a wonderful fit for this role. I know clients will enjoy working with her.”

Aria was a captain and starting point guard for the Claremont-Mudd-Scripps (CMS) Athenas basketball team and continues to play recreationally. She was born in Tokyo, Japan, grew up in Scottsdale, Arizona, and moved to San Diego in 2018.

About Dowling & Yahnke, LLC

Since 1991, Dowling & Yahnke has offered time-tested, objective financial planning advice and investment management services designed to secure the financial health of its 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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