Business/ Brand

Strategy Squad

We help our clients secure their financial futures with values-driven investments and guidance.

Founded

2017

Location

Nevada

Services

Virtual

PAID PRODUCTS/SERVICES

Virtual Services

FREE PRODUCTS/SERVICES

Educational Content

Personal Finance Specialties

Asset Management, Couples Finance, Financial Coaching, Financial Education, Financial Planning, Investing, Money Management, Retirement, Taxes

Perfect for

We focus on working with new inheritors of wealth and female professionals at the middle or peak of their careers who want to lead purposeful lives, take ownership of their financial futures, and invest responsibly.

Why inclusion matters to Strategy Squad

As a firm that is majority women of color we want to make sure that our clientele has as much access to financial support as everyone else.

The goal for the Wealth for Women of Color Directory is to make meaningful connections in the personal finance space. We want to help inclusive businesses & brands expand their customer base and/or audience. We also want people, especially women of color, to find the personal finance resources, products, and services they need.

Are you a business/brand in the personal finance space? If you’re interested in being listed on this directory, email [email protected]

To update your directory listing, email [email protected]

Wealth Manager

Diana Yáñez CFP®, RLP®

Diana is a CERTIFIED FINANCIAL PLANNER™ who provides clients the education they need to make financial decisions, accountability to take action, and coaching to understand why they do what they do with money.

Diana Yáñez identifies as Mexican American. Pronouns: she/her/hers