Brett R. Pernicano
University of Washington BA Business Administration with an emphasis in Finance
CFA Institute and CFA Society of San Diego, Inc.
Corporate Directors Forum
Institute for Divorce Financial AnalystsTM
Junior Board for the Boys and Girls Club of San Dieguito
Brett Pernicano is a Lead Advisor at Dowling & Yahnke Wealth Advisors.
With over fifteen years of experience in the fiancial services industry, Brett has provided clients with financial guidance in areas including asset management and comprehensive financial planning.
Brett holds the Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Divorce Financial Analyst® certifications. 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 and their two children. During his down time, he enjoys playing beach volleyball, snowboarding, and golf.
Dowling & Yahnke offers time-tested, objective financial planning advice and investment management services designed to secure the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonprofit organizations.
Why did you join Dowling & Yahnke?
I have been in the financial services industry for over 10 years. Once I saw firsthand the culture of D&Y, I knew there was no better place to work. We have an amazing team that work in partnership to deliver unparalleled service to clients. I feel honored to be part of the team.
Why did you become a financial advisor?
The opportunity to help clients achieve their financial goals. It is a tremendous responsibility that I feel honored to have every day.
What is your favorite spot in San Diego?
The boardwalk between Mission Beach and La Jolla. For many years, I have run the boardwalk and feel thankful for the amazing city that I call home.
What is your favorite vacation destination?
Anywhere I can snowboard. In the winter, I love to take family trips to the mountains.
Which hobby are you most passionate about?
Golf. I grew up playing the game and love its constant challenge. Considering I love to travel, golf is one of the few sports that can take you to some of the most exotic and breathtaking places in the world.
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