Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing approximately $3 billion for more than 1,000 clients, is proud to announce that Dianne Balderas, Client Service Specialist, is now a CERTIFIED FINANCIAL PLANNER™ (CFP®).
To earn this distinguished designation, a candidate must pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances. Candidates also complete a minimum of three years of full-time financial planning-related experience and adhere to the CFP® Board’s Standards of Professional Conduct ethical and practice standards.
“Knowledge remains the backbone of our Firm as one of our core values, and we could not be more elated for Dianne to receive this highly respected designation,” said Mark Muñoz, Partner and Chief Operating Officer. “Earning this globally-recognized professional credential is the result of many hours of dedication, studying, and hands-on experience and shows her commitment to providing excellent client service.”
Having joined the Firm in 2014 as a Client Service Specialist, Dianne assists portfolio managers with serving new and existing clients as well as supporting the Firm’s Financial Planning Team. She completed her undergraduate degree at San Diego State University with a Bachelor’s of Science in Business Administration with an emphasis in Finance. Dianne joins twelve other members of the Dowling & Yahnke team who have achieved the CERTIFIED FINANCIAL PLANNER™ designation.