Knowledge
In the News
Recent publications in which Dowling & Yahnke has been featured include:
The San Diego Daily Transcript, 2/27/2013
Alana Asmussen was featured in the San Diego Daily Transcript’s “Women of Influence”.
The San Diego Daily Transcript, 2/27/2013
Jacqueline Bell was featured in the San Diego Daily Transcript’s “Women of Influence”.
Investment News, 2/26/2013
Dowling & Yahnke is ranked #34 of the largest fee-only firms in the country measured by discretionary assets under management.
La Jolla Patch, 2/16/2013
Jacqueline Bell featured in La Jolla Patch discussing her new role as president of the Bird Rock Community Council.
Financial Planning, 12/22/2012
In the January 2013 issue of Financial Planning, Dale Yahnke discusses the Firm’s growth strategy focusing on providing specific solutions while maintaining low costs.
Press Release, 11/14/2012
Dowling & Yahnke, LLC is proud to announce that Jake Erlendson, Jeff Gohsler, and Elias Vera recently became Chartered Financial Analyst (CFA) Charterholders. They were acknowledged for this accomplishment at the annual CFA Society San Diego Award Ceremony held at the Birch Aquarium on November 9, 2012.
Wealthmanagment.com, 10/1/2012
Reflecting upon the last 21 years, Mark Dowling and Dale Yahnke discuss the importance of superior academic and industry credentials, their investment philosophy, and independent investment advice.
Press Release, 9/6/2012
Dowling & Yahnke is proud to announce that Dale Yahnke has been selected by Barron’s for the sixth consecutive year, the only San Diego-based investment advisor in the Top 100 Independent Financial Advisors ranking. “I am proud to be part of such a select group in the independent wealth management industry. Over our twenty-one year history, I believe our efforts to provide independent financial advice has resonated well with investors,” said Dale Yahnke.
The Wall Street Journal, 9/4/2012
Dale Yahnke was featured in The Wall Street Journal discussing active versus passive investment philosophies. To Dale, the verdict is clear.
Barron's, 8/25/2012
Barron’s has ranked America’s top independent financial advisors. This is the sixth consecutive year that Dale Yahnke has been selected. This year Dale is ranked at #36. The rankings reflect the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.
Financial Planning, 7/23/2012
Dowling & Yahnke, a San Diego-based wealth manager, announced it hired Michael Brown as a senior portfolio manager. Brown spent 15 years working in capital markets as a partner at Deloitte, where he worked with both public companies and private equity investors.
Press Release, 7/23/2012
Dowling & Yahnke, LLC, a wealth management firm managing over $2 billion for approximately 850 clients, is proud to announce that Michael Brown has joined the Firm as a Senior Portfolio Manager. “Mike, a former Partner at Deloitte, brings a wealth of client service and capital markets experience to Dowling & Yahnke,” said Dale Yahnke, one of the Firm’s Founding Partners. “This addition to our outstanding team of professional advisers will allow the firm to better serve our clients now and in the years to come.”
La Jolla Village News, 7/19/2012
Jacqueline Bell has been appointed to The San Diego Women’s Foundation 2012-2013 Board of Directors. She joins 17 other powerful San Diego women professionals currently serving on the board.
Financial Advisor Magazine, 7/1/2012
Financial Advisor Magazine’s 2012 ranking of RIAs listed Dowling & Yahnke #55, the only adviser in the top 100 from San Diego.
La Jolla Light, 5/30/2012
Jacqueline A. Bell is profiled in the “Ten Questions” section of the La Jolla Light. Her motto: Never stop learning and growing.
San Diego Business Journal, 5/21/2012
“All investment advisers have differing investment philosophies, and investors should understand what that is before selecting one,” said Will Beamer, Partner at Dowling & Yahnke LLC in San Diego.
Press Release, 4/23/2012
Dale Yahnke, a Founding Partner at Dowling & Yahnke, LLC, is the only San Diego-based investment advisor to be selected to attend the fourth-annual Barron’s Winner’s Circle Top Independent Advisors Summit. The conference was hosted by Barron’s magazine to promote best practices in the investment advisory industry.