Dowling & Yahnke, a wealth advisory firm managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Tina Cetrone has earned the CFA Institute Investment Foundations® Certificate. Tina Cetrone

To earn this certificate, a candidate must pass the online exam through the CFA Institute Investment Foundations Program, which covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.

“We are very proud of her accomplishment and commitment,” said Karrol Gibbs, Chief Compliance Officer and Director of Operations. “This program is comprised of seven modules and an estimated 100 hours of self-study. The program gives those working with investment decision makers a clear understanding of the investment industry, roles, responsibilities, and the vital importance of ethical conduct.” Tina is Dowling & Yahnke’s first certificate holder.

Since joining Dowling & Yahnke in 2018 as an Administrative Assistant, Tina has provided excellent administrative support to all members of the Firm and serves as a member in the Firm’s Culture Committee. Born and raised in Fresno, CA, Tina currently resides in Carmel Mountain Ranch and has one son named Riley.

To learn more about the CFA Institute Investment Foundations® Certificate, visit their website.

To learn more about Tina Cetrone, you can read her full bio here.

 

 

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