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Vanessa E. Gramajo

Compliance Administrator

Vanessa joined Dowling & Yahnke Wealth Advisors in 2022.  As the Compliance Administrator, she assists with maintaining compliance-related business systems and supports the Chief Compliance Officer.  Prior to joining Dowling & Yahnke, she was a Compliance Analyst with two local banks.

Vanessa holds a Master of Business Administration (MBA) with an emphasis in Finance and a Bachelor of Arts in Communicative Disorders and Spanish from the University of Redlands.

Vanessa is a native Californian.  As a child, she moved from Los Angeles to San Diego when her father was stationed at Camp Pendleton.  She now resides in Carmel Valley with her husband and two dogs.

What inspired you to work in the financial industry?

Financial literacy has inspired me to work in the financial industry.  I believe that everyone should have the knowledge and financial resources to obtain a fruitful life and create generational wealth for their families.  I strongly believe that financial literacy should be taught in schools, ensuring younger generations can make smarter financial decisions for their futures.

Why did you join Dowling & Yahnke Wealth Advisors?

I joined Dowling & Yahnke because of the culture and mission of the Firm.  As the Compliance Administrator, I believe a Firm needs to be ethical and authentic with their investment approach, which Dowling & Yahnke provides to their clients.  They have a fantastic culture full of smart and knowledgeable individuals, and I am happy to work with such a great team.

What is your favorite place in San Diego? Why?

Torrey Pines State Reserve.  I used to run at the reserve in high school and still visit often.  Fun fact, that is where my husband proposed to me!

What is your favorite hobby?  Why?

My favorite hobby is running.  I was an NCAA Division III cross country and track and field student athlete and first found the love of running in high school.

What is the best concert you ever attended? Why?

John Legend was one of the best concerts I have attended.  I thoroughly enjoyed the music, food, and great memories shared with my husband.  We attended a Q&A with John Legend, and it was one of the best experiences to know what inspired him and his music.

I am happiest when…

I am outdoor running, spending quality time with family, reading, or volunteering at local animal rescues.




EDUCATION

  • University of Redlands, Master of Business Administration with an emphasis in Finance
  • University of Redlands, Bachelor of Arts in Communicative Disorders and Spanish

PROFESSIONAL ORGANIZATIONS

  • Latinas in Finance, San Francisco (past member)