Highly Sensitive People, Marginalized Identity Background, Empath and Conscious Investors
I believe that when those who are highly sensitive, or who have navigated marginalized spaces, find gentle and expert financial accompaniment, it transforms their relationship with wealth. By removing the heavy burden of anxiety, I help you create the world-changing impact you desire, fully aligned with your deepest values.
Solidarity Economy and Cooperatives, Social Justice Alignment, BIPOC entrepreneurship and Women-owned enterprises.
Creator and host of the Highly Sensitive Money podcast, aimed at Highly Sensitive People (HSPs) and people seeking to transform their relationship with money and finances in a compassionate way, with a perspective of emotional well-being and social justice.
Services | Portfolio Management (minimum $500k) / Trauma-Informed Financial Planner (special attention to HSP Women) / Financial Planning for Portfolio Management Clients
Location | The San Francisco Bay Area, Nevada and Philadelphia. Helping clients nationwide.
I help Highly Sensitive People (HSPs) and socially conscious investors create a comprehensive financial plan that aligns their personal values with their money. My mission is to ensure your wealth supports both your long-term financial security and a positive social and environmental impact.
Diana G. Yañez, CFP® | Trauma-Informed Financial Planner for HSPs
Many of my clients come to me feeling overwhelmed by the extractive nature of traditional finance. They often experience a “money freeze” or decision fatigue caused by financial trauma. I support you in navigating these emotional patterns so you can move forward with clear next steps and peace of mind.
Diana G. Yañez, CFP® | Trauma-Informed Financial Planner for HSPs
As a woman of color and a highly sensitive person, I provide a unique lens for those with marginalized identities navigating a financial system that has historically caused struggle.
I am passionate about easing suffering around money. For women and people with marginalized identities it can feel like the money world does not include us.
My background includes:
- Specialized training in Gabor Maté’s Compassionate Inquiry® and Martha Beck’s Wayfinder Life Coach Training to provide trauma-informed money coaching.
- Extensive volunteer experience—from homeless shelters to Friends Fiduciary and the SER Summit—giving me a unique perspective on social justice in finance.
- Expertise in releasing money shame and helping you reclaim your power in a way that respects your nervous system.
Creator and Host of Highly Sensitive Money Podcast
Additionally, as the creator and host of the Highly Sensitive Money podcast, I’ve designed a space to explore the intersection of high sensitivity, financial well-being, and social justice. Through this platform, I dive deep into how different people who are highly sensitive not only manage their money but thrive with it.
My main goal is to help listeners to realize that they can align their money with their personal values without falling into analysis paralysis or overwhelm.
Diana G. Yañez, CFP® | Trauma-Informed Financial Planner for HSPs
I am a Quaker and social activist dedicated to moving resources away from exploitation and toward community-controlled, generative projects. Whether we are exploring fossil-fuel-free investment portfolios or community investing, my goal is to help you steward your wealth with an eye to environmental and social well-being.
I am passionate about divesting from fossil fuels and investing in solutions to climate change such as renewable energy and bringing investors to community controlled investments that transition us to a solidarity economy.
With my training as a Certified Financial Planner™ (CFP®) and as a coach, I bring clients both the personal and technical skills they need to make well-informed decisions for their future, bridging the gap between financial expertise and the deep, heartfelt conversations required to reach their long-term life dreams while providing the persistence to help them implement their financial plan.
Community Leadership & Advocacy
Beyond my work as a wealth manager at Natural Investments. I also serve as:
- Founder of All the Colors, where I provide coaching and financial education in a heart-felt way. Over 80% of the people I serve are women of color entrepreneurs in their first five years of business.
- Founding Member of the SER Summit, an initiative aimed at increasing Latine representation in financial planning. I have contributed by leading workshops on the importance of mentorship and bringing in sponsors.
- Board member at Friends Fiduciary, which manages funds for Quaker organizations. We are guided by long-standing and broadly held Quaker testimonies of simplicity, peace, integrity, community, equality and stewardship.
Contact Diana for Values-Aligned Financial Advice
Based in Nevada and serving a nationwide clientele of change-makers. I provide thoughtful financial planning for those navigating major life transitions. Reach out to me to understand the financial implications of moments such as:
- Transitioning to socially responsible, fossil-fuel-free investment portfolios.
- Aligning your portfolio with social justice, racial equity, and the solidarity economy.
- Navigating major life transitions, including retirement planning, inheritance, mortgage refinancing, becoming an empty nester, or estate planning.
- Healing from financial trauma or a “money freeze” to regain control of your cash flow.
