Tina Cetrone Earns Distinguished CFA Institute Investment Foundations® Certificate

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
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Dowling & Yahnke Listed on FT 300: Top Registered Investment Advisers 2019

Dowling & Yahnke Wealth Advisors is included as one of the 300 top registered investment advisers across the nation as published by Financial Times.
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Greg Richardson and Mark Wernig Promoted to Principal of Dowling & Yahnke

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...
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Grant Webster, CFP®, CDFA® Named to InvestmentNews' 2019 40 Under 40 List

Dowling & Yahnke Wealth Advisors, currently managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that
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Aria Krumwiede, CFA Promoted to Lead Advisor at Dowling & Yahnke Wealth Advisors

“Aria has been a great addition to our team,” said Alana Asmussen, Principal and Lead Advisor. “We are excited to promote her to our continually expanding group of exceptional advisors. Her unwavering desire to serve clients makes her a wonderful fit for this role. I know clients will enjoy working with her.”
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Anna Diaz Earns Prestigious CEPA Designation

“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.”
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Barron’s listed Dale Yahnke in "2019 Top 1200 Financial Advisors”

Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke Wealth Advisors, has been ranked #17 on Barron’s “2019 Top Advisor Rankings: California.” The list is part of a Barron’s
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Dale Yahnke Ranked #27 on Barron’s "Top 100 Independent Financial Advisors” for 2018

We are proud to announce that Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named to Barron’s list of the Top 100 Independent Financial Advisors.
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Dowling & Yahnke Recognized by Schwab Advisor Services with 2018 SOLUTIONS® Operational Excellence Award

San Diego – August 21, 2018:   Dowling & Yahnke was honored by Schwab Advisor Services as one of three firms in the nation to receive the 2018 SOLUTIONS® Operational Excellence Award. Dowling & Yahnke was recognized for enhancing and modernizing the client experience, providing innovation regarding fraud protection including cybersecurity, and increasing its overall operational productivity and efficiency.
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Dowling & Yahnke Listed on FT 300: Top Registered Investment Advisers 2018

Dowling & Yahnke is included as one of the 300 top registered investment advisers across the nation as published by Financial Times. The advisers are listed by state with California holding the most advisory firms. Dowling & Yahnke has been included on this list every year since its inception five years ago.
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