Diana G. Yáñez, Financial Advisor, CFP®, RLP®

My mission is to expand access to comprehensive financial planning. We could all benefit from having someone on our team that can translate the nuances of finances and who shares our values. I am proud to join Strategy Squad and uphold their mission to support the next generation of women and conscious investors as they take confident steps toward financial independence.As a Registered Life Planner™, I help clients cultivate clarity on what they want to create in their lives. I then use my training and skills as a CERTIFIED FINANCIAL PLANNER™ to help outline next steps to make their dreams a reality.

As someone who both loves working with people and numbers, it took a few turns to find my calling as a financial planner. I’ve worked in mental health where I further developed my empathy and communication skills, population projections where I delved into the systems that can make or break us, and business analysis where I grew disillusioned with the profit above all else mentality. Through volunteering I met a financial planner who showed me that a career helping others with numbers does exist, and that it desperately needed more women of color. That was back in 2016 and I still thank my lucky stars that crossed our paths.

Outside of work I regularly volunteer with my Quaker meeting and provide pro bono advising, especially in Spanish. I’m an avid dancer and love to travel.