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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RIA Channel Interview, "Dale Yahnke Talks Asset Growth & Recruiting Beyond Our Industry"

Hi I’m Julie Cooling, Founder of RIA Channel and contributor with Forbes. I’m here with Dale Yahnke, Founding Partner of Dowling & Yahnke, LLC. Congratulations, you made our Forbes “Top 100 Wealth Management Firms” for 2016 with $3.5 billion in assets under management and $2.2 billion in asset growth over the period of 10 years.  Congratulations! So you are number 25 on our list.  Way up there.  We would love to know a little bit about how you grow and how you work with clients.
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Matt Adams, CPA, CFP® Joins Dowling & Yahnke, LLC

“With Matt’s joining Dowling & Yahnke, we have seventeen CFP® charterholders in addition to two CPA practitioners,” said Will Beamer, President and Chief Investment Officer.  “Knowledge is one of our firm’s core values, and we take great pride in the expertise and top-notch credentials of our advisors.”
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Stay Wealthy San Diego Podcast, "Building a Business and Creating Wealth that Lasts" with Dale Yahnke

Dale Yahnke sat down with Taylor Schulte (from Stay Wealthy San Diego) to discuss Dowling & Yahnke's pioneering fiduciary business model, its founding, how it has benefited clients, and explori
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Dowling & Yahnke Listed in Financial Advisor's Registered Investment Advisor Ranking 2017

Financial Advisor Magazine's 2017 ranking of RIAs listed Dowling & Yahnke #74, the only San Diego-based advisory firm in the top 150.
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Tracy Burgett Earns Certified Private Wealth Advisor® Certification

San Diego – July 10, 2017:  Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing over $3 billion for more than 1,000 clients, is proud to announce that
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Dowling & Yahnke Ranked on InvestmentNews’ Largest Fee-Only Registered Investment Advisors

Dowling & Yahnke is named as one of the largest fee-only investment advisors in the country measured by discretionary assets under management..
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