Thanjira joined Dowling & Yahnke Wealth Advisors in 2022. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Public Accountant (CPA) certifications. Thanjira earned her Master of Science in Accountancy and Bachelor of Accountancy degrees from the University of San Diego. As an Associate Advisor, she supports Lead Advisors with unique client inquires and researches various projects to enhance the client experience as well as firm growth.
Prior to joining Dowling & Yahnke, Thanjira spent eight years in the financial services industry in various capacities. She began her career at PricewaterhouseCoopers LLC, a global accounting firm. She later transitioned to corporate accounting at Viasat, Inc, a public telecommunications company. More recently, she was a financial advisor at a San Diego-based independent advisory firm, while providing tax and accounting services for clients and their corporations.
Thanjira was born in Thailand and now resides with her husband in San Diego.
Why did you join Dowling & Yahnke Wealth Advisors?
I joined Dowling & Yahnke because we are fiduciaries to our clients, putting their interests first. D&Y places a high value on relationships, professional excellence, and strong technical knowledge to provide comprehensive financial advice.
What inspired you to work in the financial industry?
I have always been interested in understanding people – their passions, goals, and their “whys.” While I was working in accounting, I gravitated towards people and building relationships. When I was faced with the death of a close family member, I navigated through the world trusts, realtors, lawyers, and became a strong advocate for having a prudent financial plan and a trusted advisor to navigate life’s challenges and transitions.
What is your favorite place in San Diego? Why?
My favorite place in San Diego is Coronado because it is so charming. My favorite activities in Coronado are bike riding, going for a walk, enjoying the sunset, and trying the amazing restaurants and dessert shops on the island!
What is your favorite vacation spot? Why?
Anywhere with a lake – from Lake Bled, to Lake Hallstatt, to Lake Arrowhead. I am in awe of the beauty of the lakes and the peace that comes with being outdoors surrounded by the mountains.
What is the best concert you ever attended? Why?
Country Summer in Sonoma County! It was a multiple day concert with great performers, and my friends made it an amazing experience. Before the concert started each day, we’d explore Sonoma County, go out to the lake, or enjoy a BBQ. I love the comradery and community that comes with country concerts.
I love helping clients with…
I love helping clients explore, clarify, and execute their financial goals, so that they can enjoy their lives and face any obstacles that arise with a peace of mind that there is someone to help navigate.