CFP®, ChFC®, CLU®
Portfolio Manager
Brett Pernicano

Education

  • University of Washington BA Business Administration with an emphasis in Finance

Professional Organizations

  • Corporate Directors Forum

  • Chairmen's RoundTable

  • San Diego Chapter of Entrepreneurs Organizations

  • Biocom

  • Downtown San Diego Partnership, Past Member

Community Involvement

  • The Century Club of San Diego

  • Junior Board for the Boys and Girls Club of San Dieguito

Brett Pernicano is a Portfolio Manager at Dowling & Yahnke, an independent, fee-only registered investment adviser. 

Shortly after graduating from college, Brett entered the financial services industry. With over ten years of experience, Brett has provided clients with financial guidance in areas including asset management and comprehensive financial planning.

Brett holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter (CLU®) designations. He completed his undergraduate work at the University of Washington with a degree in Business Administration with an emphasis in Finance.

As a third generation San Diegan, Brett has deep roots in the community. Brett currently resides in Del Sur with his wife Lauren and their daughter, Emery. During his down time, he enjoys playing beach volleyball, snowboarding, and golf.

Dowling & Yahnke provides comprehensive portfolio management and retirement planning. Located in San Diego, California, the Firm currently manages over $3.5 billion for more than 1,000 clients, primarily individuals, families, endowments and foundations.

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