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Diana Y

CFP®

Henderson, NV

Natural Investments

Diana Yanez is a CFP® professional with four years of industry experience, currently advising at Natural Investments since 2022. Prior to joining Natural Investments, she worked at RTD Financial and has additional experience in financial empowerment coaching as the founder of All the Colors, an initiative focused on coaching and education for individuals, couples, and groups. Natural Investments is a values-focused advisory firm that provides financial planning and portfolio management for individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm employs a long-term, diversified investment approach centered on socially responsible funds and integrates client preferences on social and environmental factors into its portfolio construction.

ESG / Sustainable investing Private / alternative investments Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Women Professionals African Americans/Black Gen Y/Millennials (Born 1980-1995) Values-based investing
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