CFP®
Lead Advisor
Mark Wernig

Education

  • United States Naval Academy BS Political Science

  • United States Naval War College MA National Security and Strategic Studies

  • University of Maryland, College Park MPS Leadership, Education & Development

  • University of California, San Diego MBA Finance

Professional Organizations

  • CFP Board, Workforce Development Advisory Group

  • Vistage, UCSD, Rady School of Management

  • Financial Planning Association (FPA), Past Member

Community Involvement

  • Travis Manion Foundation, Regional Advisory Board

  • United States Naval Academy, Blue & Gold Admissions Officer

Mark Wernig is a Lead Advisor at Dowling & Yahnke Wealth Advisors.

Mark joined Dowling & Yahnke in 2015 and is dedicated to serving the Firm’s clients and delivering personalized investment and financial planning advice. He is a graduate of both the U.S. Naval Academy (Annapolis, MD) and the U.S. Naval War College (Newport, RI). Mark holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and earned a MBA from the UC San Diego, Rady School of Management.

Prior to joining the Firm, Mark served nearly eleven years in the U.S. Navy as a Surface Warfare Officer, deploying six times and traveling extensively throughout the Middle East and Asia. He is presently a Lieutenant Commander in the U.S. Navy Reserve.

Mark was born and raised in Northeast Ohio. He lived overseas and on both coasts for a number of years before settling in San Diego with his wife and three daughters.

Dowling & Yahnke offers time-tested, objective, and well-researched advice, including financial planning and investment management, designed to secure the financial health and personal freedom of its clients. Located in San Diego, California, the Firm currently 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?

I feel fortunate to work alongside a team of consummate professionals that showcase the Firm’s core values each day and motivate me to raise our collective standard of excellence. Combining the Firm’s cultural environment with the opportunity to work alongside my clients to realize their long-term financial objectives makes my job overwhelmingly rewarding.

 

Why did you become a financial advisor?

Simply put, I became a financial advisor to serve those that would trust me and our Firm with the responsibility to manage a resource as precious as their personal wealth. Having spent more than a decade on active duty in the U.S. Navy, I serve my clients as I did my Sailors, by placing their interests ahead of all others and investing in their long-term success.

 

What is your most treasured family tradition? 

My most treasured family tradition is a walk with my wife and daughters through Balboa Park followed by dinner at the Prado on Christmas Eve. 

 

Which hobby are you most passionate about? 

In terms of hobbies, I am most passionate about the game of golf.  Having played competitively in college, I now most enjoy time and conversation on the course with clients, colleagues, and my daughters.

 

What is your personal motto or mantra?

As a volunteer with the Travis Manion Foundation here in San Diego, I have come to embrace their mantra of “If Not Me, Then Who.” These words were stated by my Naval Academy classmate, Travis Manion, before his final deployment to Iraq in 2007 and serve as a constant reminder to live with character and put the interests of others before our own.