Mark J. Muñoz
Miami University (Ohio) BS Finance
University of Chicago MBA
Association for Corporate Growth (ACG), San Diego
Corporate Directors Forum
Dimensional Fund Advisors, COO Forum
Technology, Operations & Service Advisory Board of Charles Schwab & Co., Inc. (2010-2013)
San Diego Chapter of the University of Chicago Alumni Association
La Jolla Playhouse, Board of Trustees, Finance Committee Member, Past Audit Committee Member
Confrérie des Chevaliers du Tastevin
Mark Muñoz is the Chief Operating Officer and a Principal at Dowling & Yahnke Wealth Advisors.
Having joined Dowling & Yahnke in 2009, Mark is the Firm’s Chief Operating Officer and Chief Financial Officer, overseeing administration, marketing, technology, financial management, and operations. He earned a Master of Business Administration (MBA) degree from the University of Chicago and a Bachelor of Science degree from Miami University (Ohio), where he majored in Finance and graduated magna cum laude.
Mark has extensive and diverse experience in operations and business leadership, including ten years managing capital markets businesses for Bankers Trust, Lehman Brothers, and Bank of America in the U.S. and overseas. Prior to Dowling & Yahnke, he was co-founder, Chief Operating Officer, and Chief Financial Officer for an industry-leading wireless technology company.
Mark was born and raised in Ohio and moved to La Jolla in 1999 where he lives 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?
In my role as Chief Operating Officer, one of the greatest pleasures I take from my work at Dowling & Yahnke is being able to positively impact the careers of my colleagues. I find it extremely rewarding to see their growth, both personally and professionally, as they become subject matter experts and future leaders of the Firm.
What is the most challenging part of your role?
We work in a very dynamic and challenging environment. Whether it be evolving technology, competition, or regulation, we must remain nimble to provide the best possible advice in the most client-centric fashion as possible. I am fortunate to work at a Firm where change is embraced as an opportunity to be better.
What is your favorite spot in San Diego?
The La Jolla Beach and Tennis Club at 5:30 PM on Fridays. I cherish this beautiful, beachfront escape where I share time with friends and family while enjoying San Diego sunsets.
What is the best concert you ever attended?
This depends on the time of my life. In my youth, my favorite concert was Van Halen (with David Lee Roth) with their unbridled energy. More recently, I saw Paul McCartney, a true music icon.
Which sports team do you enjoy cheering on the most?
Raised in northern Ohio, I am a hardcore Cleveland sports fan. It had been a brutally disappointing half century drought until the Cavs broke the curse in 2016 by winning the NBA championship.
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