Mark Wernig Earns CFP® Certification

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
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Dowling & Yahnke Named to Financial Planning Magazine’s 2017 “Top 150 RIA Leaders"

Financial Planning Magazine’s 2017 ranking of "Top 150 RIA Leaders" listed Dowling & Yahnke #21.
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Mike Brown Quoted in Financial Advisor IQ

Mike Brown was featured in the December 14, 2016 Financial Advisor IQ's "Advisor-Client Connections Frustrated by 'Divided Selves'".
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Dowling & Yahnke Ranked on Forbes' 100 Fastest Growing RIA Firms

In the November 11, 2016 publication, Dowling & Yahnke was listed as #25 on Forbes’ “100 Fastest Growing RIA Firms Over Ten Years.”
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Dale Yahnke featured in "Schwab’s Bernie Clark Urges Advisors to Evolve; Unveils Robo-Advisor Upgrades"

Dale Yahnke was featured in ThinkAdvisor's article regarding the Schwab Impact conference. 
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Dale Yahnke Featured in Barron’s "Top 100 Independent Wealth Advisors” for 2016

Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named for the tenth consecutive year to Barron’s list of the Top 100 Independent Wealth Advisors.  
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Dowling & Yahnke Listed in Financial Advisor's “2016 RIA Ranking"

Financial Advisor Magazine's 2016 ranking of RIAs listed Dowling & Yahnke #72, the only San Diego-based advisory firm in the top 100.
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Dowling & Yahnke Ranked on InvestmentNews’ Largest Fee-Only Registered Investment Advisory Firms

Dowling & Yahnke is listed as #51 of the largest fee-only firms in the country measured by discretionary assets under management.
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Dowling & Yahnke Wealth Management Celebrates 25-Year Anniversary

Financial advisory firm Dowling & Yahnke, LLC is celebrating its quarter century in business.
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Jennifer Jank, CFP® Joins Dowling & Yahnke, LLC

Dowling & Yahnke, LLC, a wealth advisory firm managing approximately $3 billion for more than 1,000 clients, is proud to announce that
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