CFA, CFP®
Lead Advisor
Jake Erlendson

Education

  • University of California, San Diego BA Economics

Professional Organizations

  • CFA Institute and CFA Society of San Diego, Inc.

  • The Estate Planning Council of San Diego

Community Involvement

  • San Diego Social Venture Partners

Jake Erlendson is a Lead Advisor at Dowling & Yahnke Wealth Advisors.

Jake joined Dowling & Yahnke in 2006. He is dedicated to serving the Firm’s clients and delivering personalized investment and financial planning advice. He played an integral role in the development of the Firm’s Portfolio Management and Analytics Group.

Jake holds the designations Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). He graduated from the University of California, San Diego with a Bachelor of Arts degree in Economics.

Jake grew up in the San Francisco Bay Area. He has lived in San Diego for over 15 years and currently resides in Poway with his wife and two children.

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.

What do you find most rewarding about working at Dowling & Yahnke?

Helping people experience successful outcomes in their lives and finances. The work we do is a privilege and a unique opportunity to positively impact people’s lives.

What inspired you to work in the financial industry?  

My interests in finance, economics, and people. This profession nicely blends these three areas of interest.  I appreciate learning about people and hearing their stories. Each client has their own puzzle when it comes to their life and finances. I enjoy utilizing my knowledge of investing and financial planning to help clients fill in the missing pieces and complete their puzzle.

What is your favorite spot in San Diego? Why?

The San Diego Zoo and Safari Park. They are great places to spend time with the family. There is plenty to see and do for everyone. My family’s favorite is seeing the gorillas.

Motto, or mantra?  

“The biggest room in the world is the room for improvement.” I learned this from a basketball coach growing up.  As good as one may be, one can always strive to be better. This adage served me well in my days of playing basketball and is something I apply to all aspects of my life.

What was your first job?

When I was in fifth grade I had a “small business” mowing lawns for several families in our neighborhood.  I learned many things: the value of hard work, being dependable and responsible, and how to save money. My dad generously covered the cost of gas; however, he also made a point of the beneficial impact this had on my business’ bottom line. This is one of my earliest memories and lessons in basic finance. Thanks, Dad!