Tuesday, March 23, 2021

Anna E. Diaz, CFP®, CPWA®, CEPA, Promoted To Principal Of Dowling & Yahnke Wealth Advisors

SAN DIEGO, March 23, 2021 /PRNewswire/ -- Dowling & Yahnke Wealth Advisors (D&Y), currently managing over $5 billion of assets for over 1,300 clients, is proud to announce that Anna E. Diaz, CFP®, CPWA®, CEPA has been promoted to Principal of the Firm. Anna provides clients with financial...



from PR Newswire: https://ift.tt/3rjgGDc

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