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 principals 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 the largest independent wealth advisory firm in San Diego.

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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An Important Factor in Cutting College Costs


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Good News for Retirement Savers


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Saving for College: Account Ownership

There are two main ways that today’s families save for college costs: one is the 529 savings plan, and the other is through a custodial account, typically an UTMA account (Uniform Transfer to Minor
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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 Jennifer (JJ) Jank has joined the Firm as a Planning Specialist.
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The Chairmen's RoundTable Welcomes New Members

The Chairmen’s RoundTable (CRT), a San Diego non-profit organization that provides pro-bono mentoring to CEOs of private businesses in the Greater San Diego area, announced today four new members: AlignAlytics, Dowling & Yahnke, Life Lounge SD and Meridian Properties Real Estate.
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Dianne Balderas Earns CFP® Certification

Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing approximately $3 billion for more than 1,000 clients, is proud to announce that Dianne Balderas, Client Service Specialist, is now a CERTIFIED FINANCIAL PLANNER™ (CFP®). 
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