Dale Yahnke Named to Barron's "Top 100 Independent Wealth Advisors" for 2015
Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named for the ninth consecutive year to Barron’s list of the Top 100 Independent Wealth Advisors. The August 24, 2015 issue is the financial magazine’s ninth annual ranking of top independent advisors. Over this nine year span, Dowling & Yahnke is the only San Diego-based firm with an advisor recognized on the Barron’s Top 100 Independent Wealth Advisors list.
“It is an incredible honor to once again be named to the Barron’s Top 100 Independent Wealth Advisors ranking,” said Dale Yahnke. “Currently managing approximately $3 billion for more than 1,000 clients, our Firm’s collective success over the last year has been driven by our priority to passionately deliver clients with unbiased advice and exceptional service by our highly credentialed team. Over the last year, we are proud to have seen our staff grow to include ten CFA® charterholders and thirteen CFP® practitioners. We will continue to leverage the talent of exceptional professionals to best serve our clients.”