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Advisors in Philanthropy: Influencers and Gatekeepers

Episode 3, Season 1 | Featuring Dien Yuen

In this episode, we are joined by Dien Yuen. Dien has over two decades of experience in philanthropy, and social impact. She began her career working in wealth management and went on to found the Center for Philanthropy and Social Impact at the American College where she launched a support group for Advisors of Color where she was based when we had this conversation. Most recently, Dien co-founded Daylight Advisors, a modern platform for families and advisors that aims to revolutionize the field of philanthropic advising and maximizing philanthropy’s potential to change lives.

In this episode we discuss:

  • The value of philanthropy in wealth management
  • How the American College of Financial Services built philanthropy into their curriculum and why
  • The evolution and importance of Advisors of Color


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