Tina Cetrone Earns Distinguished CFA Institute Investment Foundations® Certificate

By on August 7, 2019
Categories: D&Y UPDATES

Dowling & Yahnke, a wealth advisory firm managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Tina Cetrone has earned the CFA Institute Investment Foundations® Certificate.

To earn this certificate, a candidate must pass the online exam through the CFA Institute Investment Foundations Program, which covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.

“We are very proud of her accomplishment and commitment,” said Karrol Gibbs, Chief Compliance Officer and Director of Operations. “This program is comprised of seven modules and an estimated 100 hours of self-study. The program gives those working with investment decision makers a clear understanding of the investment industry, roles, responsibilities, and the vital importance of ethical conduct.” Tina is Dowling & Yahnke’s first certificate holder.

Since joining Dowling & Yahnke in 2018 as an Administrative Assistant, Tina has provided excellent administrative support to all members of the Firm and serves as a member in the Firm’s Culture Committee. Born and raised in Fresno, CA, Tina currently resides in Carmel Mountain Ranch and has one son named Riley.

To learn more about the CFA Institute Investment Foundations® Certificate, visit their website.

To learn more about Tina Cetrone, you can read her full bio here.


Emily Zerbato Dowling and Yahnke Wealth Advisors

Emily Zerbato named “2022 Chief Compliance Officer of the Year...

Read Now
Hope Carlson | Lead Advisor | D&Y Wealth Advisors San Diego

Hope Carlson Earns the Chartered Advisor in Philanthropy® (CAP®) Designation

Read Now
Mark Wernig | CFP Lead Advisor Principal | D&Y Wealth Advisors SD

Mark Wernig Promoted to Co-CEO of Dowling & Yahnke Wealth...

Read Now


Discover the people who make Dowling & Yahnke one of San Diego’s top wealth management firm.



Our team is available now to discuss all of your financial goals.