Giving You Peace of Mind in a Complex Financial World

For 25 years, Dowling & Yahnke has approached investment advice differently than Wall Street firms and brokers. We are a fiduciary to our clients – we put your interest first with transparency and objective advice. Our philosophy is based on well-grounded, long-term investment principles that are not influenced by market fads or hype. Our uniqueness and longevity are the results of the Firm’s core values that have guided us to our position as one of the largest independent wealth advisory firms in San Diego (as measured by discretionary assets under management).

Excellence

Setting the highest standards for ourselves today and raising the bar tomorrow.

Integrity

We are always putting our clients’ interests first.

Knowledge

Advocating life-long learning – personally and professionally.

Passion

Unwavering commitment to provide the “wow” experience.

Enduring Relationships

A spirit of connectedness in the success and happiness of our clients, colleagues, and community.

A Client-Centric Approach

A Client-Centric Approach

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Resources for Navigating FAFSA Updates


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Smart Ways to Use Your Tax Refund

Are you getting a tax refund this year? Through the first week of April, most American taxpayers were owed a refund. Of the nearly 101 million tax returns filed, 80.2 million were due a tax refund averaging $2,851. If you don’t yet have a plan for your refund, here are some suggestions:
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15 Questions to Ask a Financial Advisor

The federal regulation that was intended to protect retirement investors from dubious financial advice is in jeopardy. The April implementation of the Department of Labor’s fiduciary rule that was six years in the making may be postponed. The purpose of the rule is to require financial professionals to act in the best interest of their clients. That might seem like something that isn’t necessary to legislate, but brokers, insurance agents and others in the financial industry are routinely recommending investments that promote their employer’s financial bottom line and not their clients. Regardless of what happens to the DOL’s fiduciary rule, you need to ask questions to boost the chances that a financial professional will always act in your best interest. Asking questions can also increase the chances that you’ll find an advisor who will be an excellent fit for your needs.
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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 as #46 of the largest fee-only firms in the country measured by discretionary assets under management.
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