CFA
Lead Advisor
Aria Krumwiede

Education

  • Claremont McKenna College, BA Economics

  • Claremont McKenna College, MA Finance

Professional Organizations

  • CFA Institute and CFA Society of San Diego, Inc.

Aria Krumwiede is a Lead Advisor at Dowling & Yahnke Wealth Advisors.

Aria joined Dowling & Yahnke in 2018 after having previously worked for J.P. Morgan Private Bank since 2013. Aria holds the Chartered Financial Analyst (CFA) designation.

She graduated from Claremont McKenna College in 2012 with a degree in Economics and returned to complete the Master’s in Finance Program from the Robert Day School of Claremont McKenna College in 2013.

Aria was a captain and starting point guard for the Claremont-Mudd-Scripps (CMS) Athenas basketball team and continues to play recreationally.

She was born in Tokyo, Japan, grew up in Scottsdale, Arizona, and moved to San Diego in 2018.

Dowling & Yahnke offers time-tested, objective financial planning advice and investment management services designed for the financial health of its clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonprofit organizations.

Why did you become a financial advisor?

There are few career paths that are as rewarding as being a financial advisor. This is a role I feel honored to have as it allows me the opportunity to create a tangible and positive impact on both our individual and institutional clients by helping them attain their goals and carry out their mission statements.

Why did you join Dowling & Yahnke?

I joined Dowling & Yahnke because this team consists of the most driven and hardworking group of individuals I have ever met. We continuously strive to provide best-in-class service to our clients, and we improve with each day through an educational focus and approach.

What is your favorite hobby?

I enjoy discovering new restaurants in each city I visit. Good food can provide for both a creative and social experience, and I love to see great chefs express themselves through this avenue.

What is the best concert you ever attended?

John Legend. He is one of the most talented and multi-faceted artists of our time. With just a microphone and a piano, he blew the crowd away.

What is your personal motto or mantra?

“Mind over matter.” My basketball coach and mentor growing up instilled this in me. It has transcended my academic, athletic, and professional career to help me be the best person I can be.