Dowling & Yahnke is staying in San Diego but moving to Suite 450

Management Team
Dowling & Yahnke is proud of our intelligent and ethical professionals who are devoted to the highest standards of client service.




Peter R. Gordon

Portfolio Manager

Racquel Kolsrud
CFP®
Portfolio Manager


 

Mark Muñoz
Chief
Operating Officer

Karrol Gibbs, CFP®

Operations Manager

Rosemarie Robles
Office and
Marketing Manager
 



Professional Designations

The elite designation of Chartered Financial Analyst® (CFA®) is recognized worldwide as the gold standard among investment management professionals. Charterholders have successfully mastered a rigorous graduate-level program of study of investment topics that include economics, financial analysis, portfolio management, and wealth planning in order to pass a series of three six-hour examinations over multiple years. In addition, charterholders must have had a minimum of four years of work experience in the investment decision making process and maintain a personal commitment to the highest ethical ideals by complying with the CFA Institute's Code of Ethics and Standards of Professional Conduct.

The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation requires high standards of professionalism and proficiency in financial planning education, experience, and ethics. CFP® candidates undertake a study of investment, insurance, employee benefits, tax, estate, and retirement planning. In addition to successfully passing the ten-hour CFP® Certification Examination and satisfying the requirement of three years full time personal financial planning experience, CFP® practitioners must also pledge adherence to the CFP® Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards. Every two years, CFP® practitioners also complete 30 hours of continuing education in financial planning and ethics training.