Aria K. Krumwiede, CFA and Hunter P. Daniel, CFA Earn Distinguished CFP ® Designation

Dowling & Yahnke Wealth Advisors, managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Aria Krumwiede and Hunter Daniel have earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). They join our team of 18 other CFP® professionals – bringing the ratio to over one-third of the Dowling & Yahnke staff currently holding this designation.

Mitigating Risk: How Bonds Play a Crucial Role in Your Portfolio

Global equities had mixed performance in the third quarter with large U.S. stocks inching higher and small U.S. stocks falling 2.4%. Foreign stocks struggled in the face of trade negotiations and ongoing tariff disputes. Real estate was a strong performing asset class, rising nearly 6% as interest rates declined, reducing financing costs. As has been the case for much of the year, political headlines remained prominent in the U.S. news cycle as the 2020 presidential election looms on the horizon and an impeachment inquiry got underway.

Dowling & Yahnke CEO Ranked Top 20 on Barron’s 2019 “Top 100 Independent Wealth Advisors”

Dowling & Yahnke Wealth Advisors, currently managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Dale Yahnke, CFA, CFP®, has been named to Barron’s list of the Top 100 Independent Wealth Advisors.

Dowling & Yahnke Listed on FT 300: Top Registered Investment Advisers 2019

Dowling & Yahnke Wealth Advisors is included as one of the 300 top registered investment advisers across the nation as published by Financial Times. The advisers are listed alphabetically by state with California holding the most advisory firms. Dowling & Yahnke has been included on this list every year since its inception six years ago.

Financial Times: Top Registered Investment Advisers 2019

Greg Richardson and Mark Wernig Promoted to Principal of Dowling & Yahnke

When asked “Why did you become a financial advisor?” Greg answered, “I thoroughly enjoy engaging in discussions with clients on a variety of topics, including investments, retirement income, tax and charitable strategies, employer stock and stock options, and executive compensation.

When asked the same question, Mark responded, “Simply put, I became a financial advisor to serve those that would trust our Firm and me 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.”

Grant Webster, CFP®, CDFA® Named to InvestmentNews' 2019 40 Under 40 List

Dowling & Yahnke Wealth Advisors, currently managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Grant Webster, CFP®, CDFA® has been named to InvestmentNews’ 40 Under 40 list for 2019. Grant was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals.