Matt Adams, CPA, CFP® Joins Dowling & Yahnke, LLC

“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.”
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Stay Wealthy San Diego Podcast, "Building a Business and Creating Wealth that Lasts" with Dale Yahnke

Dale Yahnke sat down with Taylor Schulte (from Stay Wealthy San Diego) to discuss Dowling & Yahnke's pioneering fiduciary business model, its founding, how it has benefited clients, and explori
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Dowling & Yahnke Listed in Financial Advisor's Registered Investment Advisor Ranking 2017

Financial Advisor Magazine's 2017 ranking of RIAs listed Dowling & Yahnke #74, the only San Diego-based advisory firm in the top 150.
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Dowling & Yahnke Ranked on InvestmentNews’ Largest Fee-Only Registered Investment Advisors

Dowling & Yahnke is named as one of the largest fee-only investment advisors in the country measured by discretionary assets under management..
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Mark Wernig Promoted to Portfolio Manager at Dowling & Yahnke, LLC

Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing over $3 billion for more than 1,000 clients, is proud to announce that Mark Wernig has been promoted to P
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Dale Yahnke Honored in Barron's: One of Twelve U.S. Advisors on Its "Top 100 Independent Advisors" Ranking Every Year

In this week’s publication, Barron’s honors a select group of twelve U.S. financial advisors, “Our Independent Advisory All-Stars.”  Dale Yahnke and eleven other advisors have been selected each of the last ten years to the Barron’s “Top 100 Independent Advisors.”  Starting in 2007, Barron’s has conducted this annual survey to determine the ranking of the top 100 independent advisors in the United States.  
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Dale Yahnke Listed on Barron’s 2017 "Top Advisor Rankings: California"

Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been ranked #23 on Barron’s 2017 “Top Advisor Rankings: California.”
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Dowling & Yahnke Ranked on InvestmentNews’ Largest Fee-Only Registered Investment Advisory Firms

Dowling & Yahnke is listed Top 100 largest fee-only advisors in the country by InvestmentNews.
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Dowling & Yahnke Featured in San Diego Business Journal’s, “Wealth Management Co. Builds Up People, Portfolios and Reputation”

Dale Yahnke and Mark Munoz were recently profiled in the San Diego Business Journal.
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Dowling & Yahnke’s Grant Webster Published in Forbes, “What Should You Do When The Dow Hits 20,000?”

“The Dow Jones industrial average failed yet again last week to clear the magic 20,000 mark, but it will someday.
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