Prior to joining Dowling & Yahnke in 2018, Aria worked as an Investment Specialist for J.P. Morgan Private Bank, primarily advising public company executives, private business owners, and entrepreneurs across San Francisco and Seattle.
Aria holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA) designations. Aria completed her undergraduate education at Claremont McKenna College where she majored in Economics and graduated cum laude. She then returned to complete the Master’s in Finance Program from the Robert Day School of Claremont McKenna College.
Aria was a captain and starting point guard for the Claremont-Mudd-Scripps (CMS) Athenas basketball team and continues to play recreationally.
Why did you become a financial advisor?
There are few career paths that are as rewarding as being a financial advisor. This is a role I feel honored to have as it allows me the opportunity to create a tangible and positive impact on both our individual and institutional clients by helping them attain their goals and carry out their mission statements.
Why did you join Dowling & Yahnke?
I joined Dowling & Yahnke because this team consists of the most driven and hardworking group of individuals I have ever met. We continuously strive to provide best-in-class service to our clients, and we improve with each day through an educational focus and approach.
What is your favorite hobby?
I enjoy discovering new restaurants in each city I visit. Good food can provide for both a creative and social experience, and I love to see great chefs express themselves through this avenue.
What is the best concert you ever attended?
John Legend. He is one of the most talented and multi-faceted artists of our time. With just a microphone and a piano, he blew the crowd away.
What is your personal motto or mantra?
“Mind over matter.” My basketball coach and mentor growing up instilled this in me. It has transcended my academic, athletic, and professional career to help me be the best person I can be.
I love helping clients with…
Better understanding their executive compensation and structuring their 10b5-1 plans. The underlying components (across RSUs, PSUs, NQSOs, ISOs, etc.) are like pieces of a broader puzzle in an overall investment portfolio. I love walking through these components with my clients and helping them to optimize their diversification schedules while aligning their investment and tax strategy with their long-term goals and objectives.