Dowling & Yahnke Listed on FT 300: Top Registered Investment Advisers 2020

July 30, 2020 - Dowling & Yahnke Wealth Advisors is honored to announce they are included as one of the 300 top registered investment advisers across the nation as published by Financial Times.
Read more...

Brett Pernicano, CFA, CFP®, CDFA®, ChFC®, CLU® Promoted to Principal of Dowling & Yahnke Wealth Advisors

San Diego – July 7, 2020: Dowling & Yahnke Wealth Advisors, currently managing over $4 billion of assets for more than 1,200 clients, is proud to announce that
Read more...

Mark Wernig, CFP® Named to InvestmentNews' 2020 40 Under 40 List

San Diego – June 29, 2020: Dowling & Yahnke Wealth Advisors is proud to announce that Mark Wernig, CFP
Read more...

Dowling & Yahnke Announces San Diego’s Top Ranked Advisor According to Barron’s "2020 Top 1200 Financial Advisors”

Barron’s recently released their “2020 Top Advisor Rankings: California,” and we are honored to be represented by Dale Ya
Read more...

Larry T. Nakamura, IACCP® Assumes Chief Compliance Officer, Director of Client Service Role at Dowling & Yahnke Wealth Advisors

Dowling & Yahnke Wealth Advisors (D&Y), currently managing over $4 billion of assets for more than 1,200 clients, is proud to announce that
Read more...

Larry T. Nakamura, IACCP® Joins Dowling & Yahnke Wealth Advisors

Dowling & Yahnke Wealth Advisors (D&Y), currently managing over $4 billion of assets for more than 1,200 clients, is proud to announce that
Read more...

Mark Wernig, CFP® Welcomed as Ambassador to Certified Financial Planner Board of Standards

Dowling & Yahnke Wealth Advisors, currently managing over $4 billion of assets for more than 1,200 clients, is proud to announce that
Read more...

Dale Yahnke CFA, CFP®, Named to Barron’s Hall of Fame

Dowling & Yahnke Wealth Advisors, currently managing over $4 billion of assets for more than 1,200 clients, is proud to announce that
Read more...

Aria K. Krumwiede, CFA and Hunter P. Daniel, CFA Earn Distinguished CFP ® Designation

Dowling & Yahnke Wealth Advisors, managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that
Read more...