Dowling & Yahnke CEO Ranked Top 20 on Barron’s 2019 “Top 100 Independent Wealth Advisors”
Dowling & Yahnke Wealth Advisors, currently managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Dale Yahnke, CFA, CFP®, has been named to Barron’s list of the Top 100 Independent Wealth Advisors.
The September 16, 2019, issue is the financial magazine’s thirteenth annual ranking of top independent advisors. Dale Yahnke is one of only nine advisors who have been included on this list since inception. Having been a part of this distinguished list for over ten years, Dale has been inducted to the Barron’s Hall of Fame. In addition, Dowling & Yahnke remains the highest ranked San Diego-based firm on this nationwide list.
“We started the firm in 1991 with the thought that there was better way to give transparent, impartial, and ethical financial advice,” said Dale Yahnke. “From the start, we wanted to stress our education so clients knew they could trust us with their life savings. Fast forward 28 years, and we have a team of 20 CFP®s and 12 CFAs. It’s an honor to be recognized by Barron’s. This recognition is truly a reflection of the highly talented individuals on our team.”
Dale, a native San Diegan who lives in Carmel Valley with his wife and two daughters, is actively committed to the San Diego community, the investment advisory industry, and his baseball card collection.
About Dowling & Yahnke, LLC
Since 1991, Dowling & Yahnke has offered time-tested, objective ﬁnancial planning advice and investment management services designed for the ﬁnancial health of its clients. Dowling & Yahnke is one of the largest independent wealth management firms in San Diego as measured by discretionary assets under management.