CFP®
Client Service Specialist
Dianne Balderas

Education

  • San Diego State University BS Business Administration with an emphasis in Finance 

Dianne Balderas is a Client Service Specialist at Dowling & Yahnke.

With a background in financial service support since 2011, Dianne joined Dowling & Yahnke in 2014.  She interfaces with our clients’ custodian for account maintenance, processing security transfers, prepar­ing forms, and serving as a digital concierge.

Dianne holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. She graduated from San Diego State University with Bachelors of Science degree in Business Administration with an emphasis in Finance.

Dianne is a San Diego native and currently resides in Rancho Bernardo with her husband.  She is a frequent beach goer, loves outdoor activities, and enjoys attending baseball games.

 

What do you find most rewarding about working at Dowling & Yahnke?

What I find most rewarding about working at Dowling & Yahnke is the appreciation shown for clients and for employees as well. Dowling & Yahnke really goes the extra mile to show how much they care.

 

What is the most challenging part of your role?

The most challenging part of my role is not being able to plan out the day. No single day is the same, so it is difficult to plan for the expected. 

 

What is your favorite spot in San Diego? 

My favorite spot is Del Mar Beach. I can always find a good spot in the sand, almost year-round. It’s a great place to relax and unwind.

 

Do you have any pets? Do you have a favorite pet?

I have an orange tabby cat. Growing up, I had a dog, cat, and hamster. I can’t say I have a favorite, but most people would say I love cats the most.

 

What was your first job?

My first job was as an ice cream scooper. I loved it because I worked with my friends from school and got free ice cream!