Dowling & Yahnke, a wealth advisory firm managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Tina Cetrone has earned the CFA Institute Investment Foundations® Certificate.
Dowling & Yahnke Wealth Advisors is included as one of the 300 top registered investment advisers across the nation as published by Financial Times. The advisers are listed alphabetically by state with California holding the most advisory firms. Dowling & Yahnke has been included on this list every year since its inception six years ago.
When asked “Why did you become a financial advisor?” Greg answered, “I thoroughly enjoy engaging in discussions with clients on a variety of topics, including investments, retirement income, tax and charitable strategies, employer stock and stock options, and executive compensation.
When asked the same question, Mark responded, “Simply put, I became a financial advisor to serve those that would trust our Firm and me with the responsibility to manage a resource as precious as their personal wealth. Having spent more than a decade on active duty in the U.S. Navy, I serve my clients as I did my Sailors, by placing their interests ahead of all others and investing in their long-term success.”
Dowling & Yahnke Wealth Advisors, currently managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Grant Webster, CFP®, CDFA® has been named to InvestmentNews’ 40 Under 40 list for 2019. Grant was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals.
“Many of our clients have created substantial wealth through the ownership and sale of their businesses,” according to Mike Brown, Principal. “We recognize the unique complexities and opportunities that arise with business ownership and succession planning, so Anna’s expertise in this area provides great value to our clients.”
Dowling & Yahnke is listed as #48 of the largest fee-only investment advisor firms measured by discretionary assets under management.
The beat goes on for the second longest bull market in history. For the eighth consecutive quarter, the S&P 500 Index notched a positive return. Small U.S.
Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named for the eleventh consecutive year to Barron’s list of the Top 100 Independent Financial Advisors.
Hi I’m Julie Cooling, Founder of RIA Channel and contributor with Forbes. I’m here with Dale Yahnke, Founding Partner of Dowling & Yahnke, LLC.
Congratulations, you made our Forbes “Top 100 Wealth Management Firms” for 2016 with $3.5 billion in assets under management and $2.2 billion in asset growth over the period of 10 years. Congratulations!
So you are number 25 on our list. Way up there. We would love to know a little bit about how you grow and how you work with clients.
“With Matt’s joining Dowling & Yahnke, we have seventeen CFP® charterholders in addition to two CPA practitioners,” said Will Beamer, President and Chief Investment Officer. “Knowledge is one of our firm’s core values, and we take great pride in the expertise and top-notch credentials of our advisors.”