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Dale Yahnke Ranked #27 on Barron’s "Top 100 Independent Financial Advisors” for 2018

We are proud to announce that Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named to Barron’s list of the Top 100 Independent Financial Advisors.
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Dowling & Yahnke Recognized by Schwab Advisor Services with 2018 SOLUTIONS® Operational Excellence Award

San Diego – August 21, 2018:   Dowling & Yahnke was honored by Schwab Advisor Services as one of three firms in the nation to receive the 2018 SOLUTIONS® Operational Excellence Award. Dowling & Yahnke was recognized for enhancing and modernizing the client experience, providing innovation regarding fraud protection including cybersecurity, and increasing its overall operational productivity and efficiency.
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Dowling & Yahnke Listed on FT 300: Top Registered Investment Advisers 2018

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

Kelly and Peggy will be joining Tracy Burgett in providing financial planning strategies including financial goals analysis, estate planning, education planning, tax efficiencies, college savings, social security, and executive compensation for clients.
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Barron’s listed Dale Yahnke in "2018 Top Advisor Rankings: California"

The list is part of a report which Barron’s ran ranking the nation’s top financial advisors by state. Dowling & Yahnke is the highest ranked San Diego firm.
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Dowling & Yahnke Ranked on InvestmentNews’ Largest Fee-Only Registered Investment Advisors

Dowling & Yahnke is listed as #48 of the largest fee-only investment advisor firms measured by discretionary assets under management.
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Mark Wernig Finalist in San Diego Business Journal’s Veteran and Military Entrepreneur Awards

San Diego Business Journal (SDBJ) held their first Veteran and Military Entrepreneur Conference and Awards on October 25, 2017.  SDBJ, in partnership with The Rosie Network, launched this conference to celebrate the veterans and military with an entrepreneur spirit, as well as, acknowledge the impact they have on the San Diego community.  Dowling and Yahnke is proud to announce that Mark Wernig was a finalist for these awards.
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Dowling & Yahnke Named to InvestmentNews' 2017 Best Practices Awards

InvestmentNews named Dowling & Yahnke, LLC a winner of the 2017 Best Practices Awards, an important initiative that recognizes the top-performing and most innovative firms in the financial advice industry.
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Tracy Burgett Promoted to Director of Financial Planning at Dowling & Yahnke, LLC

Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing over $3.5 billion for more than 1,000 clients, is proud to announce that
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Dale Yahnke Ranked #25 in Barron’s "Top 100 Independent Financial Advisors” for 2017

Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named for the eleventh consecutive year to Barron’s list of the Top 100 Independent Financial Advisors.
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