Anna Diaz is a Partner & Principal at Dowling & Yahnke Wealth Advisors which is an independent wealth management firm, managing over $5B in assets. D&Y is Ranked as a Top Advisor by Barron’s and other national publications. They provide investment, tax and financial planning services to over 1,300 clients across 36 different states.

Hear more about how Anna combines both her technical and people skills in her industry, how she set goals along her career path from teller to partner and how she strives to help improve financial literacy for women.

 

By |2021-05-26T11:33:06-05:00May 26th, 2021|Podcasts|

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