(Dyan) Y.H. Rhodes

With almost 30 years of experience in the financial planning and investment management industry, I’ve had the privilege of managing an ultra-high-net-worth individual’s family trust portfolio as well as serving as the in-house Chief Investment Officer for the Behring Global Educational Foundation’s financial portfolio. I continue to serve on the Foundation’s board as a director.

As a financial planning and investment management professional, I focus on helping clients realize their financial goals through thoughtful, strategic planning and guiding them to make informed decisions. Whether it’s individual retirement planning, estate planning strategies, college planning for children or grandchildren, or ongoing financial asset management, I’ve advised many clients in these areas—both during my time at Valentine Capital, a Registered Investment Advisor firm in the East Bay, and previously at TD Waterhouse/TD Ameritrade in San Francisco (now part of Charles Schwab).

I hold professional designations as a Certified Financial Planner® (CFP®), Chartered Financial Analyst® (CFA®), and Chartered Alternative Investment Analyst (CAIA Association®). I’m a member of both the CFA Institute and CFA Society San Francisco.

I earned my Master of Science in Financial Analysis and Investment Management from Saint Mary’s College of California, and my bachelor’s degree from a university in China.

Born and raised in Asia, I’m bilingual in Mandarin Chinese and also speak some Cantonese and Japanese. I was a soccer player and long distance runner from high school through college. My husband David and I have lived in San Francisco for nearly 30 years where we enjoy hiking and traveling.