CFP®, MPAS℠
Lead Advisor
Gregory J. Richardson

Education

  • University of California, San Diego BA Economics

  • Universidad Complutense de Madrid Spanish Language and Culture Program

  • College for Financial Planning MS Personal Financial Planning

Professional Organizations

  • National Association of Personal Financial Advisors (NAPFA)

  • North County Estate Planning Council, San Diego (NCEPC)

  • Association for Corporate Growth (ACG), San Diego Chapter

  • Financial Planning Association (FPA), Past Member

Community Involvement

  • Rady Children’s Hospital Professional Adviser Council Member

Greg Richardson is a Lead Advisor at Dowling & Yahnke Wealth Advisors.

Greg prudently advises his clients in the areas of investment management and financial planning, guiding them through the stages of wealth accumulation, distribution, and preservation. Greg began his career in the investment advisory field in 2002. Prior to joining Dowling & Yahnke, he was a partner and advisor with fee-only firms in San Diego and the Washington D.C. metropolitan area.

Greg holds the designations Master Planner Advanced Studies (MPAS®) and CERTIFIED FINANCIAL PLANNER™ (CFP®). He has a Master of Science degree in Personal Financial Planning from the College for Financial Planning. He completed his undergraduate work at the University of California, San Diego with a degree in Economics and earned a certificate in Spanish Language and Culture from the Universidad Complutense de Madrid.

Greg is a native of Southern California. Prior to returning to San Diego, he lived in Washington, D.C. Greg lives in Scripps Ranch with his wife and two sons.

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.