Mark Dowling and Dale Yahnke founded our firm 20 years ago when the Registered Investment Advisor (RIA) model of providing financial advice was in its infancy. In the early 1990s, RIAs offered investors an independent alternative to the then predominant sales-oriented, broker-driven model of investment advice. As fiduciaries, RIAs are duty-bound to put clients’ interests first. In addition to acting as a fiduciary, Dowling & Yahnke seeks to minimize potential conflicts of interest by operating as a fee-only investment advisor.
Dowling & Yahnke is strongly committed to the community. Our team devotes service hours, in addition to financial support, to numerous worthy causes each year. We feel that it is important to take time to support the neighborhoods, community, and city in which we live and work. Giving back is something that we can all do in some form. We recently participated in the 14th Annual Telethon for the San Diego Humane Society.