CFA, CFP®
President, Chief Investment Officer, Principal
William Beamer

Education

  • Duke University BA History

  • Harvard Business School MBA

Professional Organizations

  • Young Presidents’ Organization (YPO), San Diego chapter

  • 2011 graduate of the LEAD IMPACT San Diego program

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

  • Financial Planning Association (FPA)

  • North County Estate Planning Council

Community Involvement

  • Board of Directors, The Parker Foundation

  • Investment Committee, San Diego Zoo Global

  • Board of Trustees, Board Governance and Investment Committees, Francis Parker School

  • Investment Committee, Serving Seniors

  • Investment Committee, San Diego Museum of Art

  • Harvard Business School Alumni Club of San Diego

  • Duke Club of San Diego

  • Board of Directors and Finance Committee, Serving Seniors (formerly Senior Community Centers of San Diego) (2004-2010)

  • La Jolla Golden Triangle Rotary Club (2003-2012)

Will Beamer is the President, Chief Investment Officer, and a Principal at Dowling & Yahnke Wealth Advisors.

Will joined Dowling & Yahnke in 2002 and became a Principal of the Firm in 2007. In addition to advising clients, Will serves as the firm’s Chief Investment Officer, overseeing all investment-and trading-related operations. In 2013 Will was named President of the Firm.

Will holds the designations of Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). He has a Master in Business Administration (MBA) degree from Harvard Business School. Will attended Duke University on a four-year Navy ROTC scholarship. At Duke, Will earned a Bachelor of Arts degree, majoring in History and graduating with honors.

Will’s prior experience includes nearly three years with Bain & Company, a management consulting firm in Boston. Prior to business school, Will spent four years in the U.S. Navy Pacific Fleet as a surface warfare officer on a Spruance-class destroyer.

A San Diego native, Will lives in Carmel Valley with his wife and their four 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.