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Alana_Asmussen Alana C. Asmussen, CFA, CFP® Director, Portfolio Management

Alana joined Dowling & Yahnke in 1995 and has been a key participant in the development of the firm. She holds the Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), and has a Master’s Degree in Business, Financial Planning (MS) from San Diego State University. She completed her undergraduate work at the University of Iowa with a Bachelor’s Degree in Business and Economics.

Alana is a member of the CFA Institute, the Estate Planning Council of San Diego, and is a past President of the CFA Society of San Diego, Inc. She is active in P.E.O., a women’s philanthropic, educational organization. Along with being involved in the community, Alana is an avid world traveler. Born and raised in Iowa, Alana moved to San Diego in 1992.

Contact Alana Asmussen

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Management Team

Mark E. Dowling
Founding Partner

Dale E. Yahnke
Founding Partner

Paul R. Temby
Partner

William G. Beamer
Partner

Mark J. Muñoz
Partner

Alana C. Asmussen
Director, Portfolio Management

Jacqueline A. Bell
Director, Portfolio Management

Karrol Gibbs
Director, Operations

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Dowling & Yahnke, LLC ©2012 is an SEC-registered investment adviser located in San Diego, California. This website provides general information about Dowling & Yahnke, LLC© and is not intended to offer investment or financial planning advice. The purpose of this site is to provide you with information about the firm and our investment philosophy, and to provide a means for you to contact us for further information. Please click for use terms.