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